Dimensional Global ex US Core Fixed Income ETF $DFGX is Apella Capital LLC’s 9th Largest Position

Apella Capital LLC grew its stake in Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX) by 15.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,935,630 shares of the company’s stock after purchasing an additional 265,446 shares during the period. Dimensional Global ex US Core Fixed Income ETF makes up about 2.0% of Apella Capital LLC’s holdings, making the stock its 9th largest holding. Apella Capital LLC owned approximately 7.47% of Dimensional Global ex US Core Fixed Income ETF worth $101,882,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also made changes to their positions in the stock. Werba Rubin Papier Wealth Management grew its position in shares of Dimensional Global ex US Core Fixed Income ETF by 3.0% in the third quarter. Werba Rubin Papier Wealth Management now owns 8,883 shares of the company’s stock valued at $479,000 after purchasing an additional 259 shares in the last quarter. Stewardship Advisors LLC grew its position in shares of Dimensional Global ex US Core Fixed Income ETF by 3.4% in the fourth quarter. Stewardship Advisors LLC now owns 11,048 shares of the company’s stock valued at $582,000 after purchasing an additional 359 shares in the last quarter. Silver Oak Securities Incorporated grew its position in shares of Dimensional Global ex US Core Fixed Income ETF by 10.9% in the third quarter. Silver Oak Securities Incorporated now owns 4,819 shares of the company’s stock valued at $260,000 after purchasing an additional 472 shares in the last quarter. JPMorgan Chase & Co. purchased a new stake in shares of Dimensional Global ex US Core Fixed Income ETF in the third quarter valued at approximately $28,000. Finally, Smartleaf Asset Management LLC grew its position in shares of Dimensional Global ex US Core Fixed Income ETF by 3.0% in the third quarter. Smartleaf Asset Management LLC now owns 22,674 shares of the company’s stock valued at $1,224,000 after purchasing an additional 654 shares in the last quarter.

Dimensional Global ex US Core Fixed Income ETF Stock Performance

DFGX stock opened at $52.52 on Tuesday. The business has a 50 day simple moving average of $52.94 and a 200-day simple moving average of $53.40. Dimensional Global ex US Core Fixed Income ETF has a 1 year low of $50.99 and a 1 year high of $54.73.

Dimensional Global ex US Core Fixed Income ETF Company Profile

The Dimensional Global ex US Core Fixed Income ETF (DFGX) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund provides an actively managed exposure to the broad fixed income space outside the US. It holds foreign debt securities, of any credit quality and maturity within 20 years, with the objective of maximizing total returns. DFGX was launched on Nov 7, 2023 and is issued by Dimensional.