Forum Financial Management LP Raises Stake in Dimensional Global Core Plus Fixed Income ETF $DFGP

Forum Financial Management LP raised its holdings in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 4.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,540,363 shares of the company’s stock after acquiring an additional 279,412 shares during the quarter. Dimensional Global Core Plus Fixed Income ETF accounts for about 5.0% of Forum Financial Management LP’s portfolio, making the stock its 7th biggest holding. Forum Financial Management LP owned 14.73% of Dimensional Global Core Plus Fixed Income ETF worth $353,114,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the business. Clarity Capital Advisors LLC grew its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 3.3% in the 4th quarter. Clarity Capital Advisors LLC now owns 6,594 shares of the company’s stock worth $357,000 after purchasing an additional 210 shares during the last quarter. Plancorp LLC lifted its stake in Dimensional Global Core Plus Fixed Income ETF by 3.3% during the fourth quarter. Plancorp LLC now owns 8,406 shares of the company’s stock valued at $454,000 after purchasing an additional 268 shares during the last quarter. Firethorn Wealth Partners LLC boosted its holdings in Dimensional Global Core Plus Fixed Income ETF by 1.2% during the fourth quarter. Firethorn Wealth Partners LLC now owns 35,417 shares of the company’s stock worth $1,915,000 after buying an additional 419 shares in the last quarter. Mutual Advisors LLC boosted its holdings in Dimensional Global Core Plus Fixed Income ETF by 5.2% during the fourth quarter. Mutual Advisors LLC now owns 12,613 shares of the company’s stock worth $682,000 after buying an additional 625 shares in the last quarter. Finally, CWM LLC bought a new stake in Dimensional Global Core Plus Fixed Income ETF during the fourth quarter worth approximately $38,000.

Dimensional Global Core Plus Fixed Income ETF Stock Performance

Dimensional Global Core Plus Fixed Income ETF stock opened at $54.60 on Tuesday. Dimensional Global Core Plus Fixed Income ETF has a 1 year low of $53.30 and a 1 year high of $56.17. The firm’s 50 day moving average price is $54.45 and its two-hundred day moving average price is $54.40.

Dimensional Global Core Plus Fixed Income ETF Announces Dividend

The business also recently disclosed a dividend, which was paid on Thursday, June 25th. Stockholders of record on Tuesday, June 23rd were paid a dividend of $0.4145 per share. The ex-dividend date of this dividend was Tuesday, June 23rd.

Dimensional Global Core Plus Fixed Income ETF Company Profile

The Dimensional Global Core Plus Fixed Income ETF (DFGP) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is actively managed, seeking to maximize total returns through investments in the global fixed income space. Holdings include debt securities of any credit quality and maturity within 20 years. DFGP was launched on Nov 7, 2023 and is issued by Dimensional.