AE Wealth Management LLC Lowers Holdings in Dimensional Global Core Plus Fixed Income ETF $DFGP

AE Wealth Management LLC reduced its holdings in shares of Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 10.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 565,628 shares of the company’s stock after selling 63,386 shares during the period. AE Wealth Management LLC owned about 1.58% of Dimensional Global Core Plus Fixed Income ETF worth $31,432,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Sax Wealth Advisors LLC grew its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 0.5% in the third quarter. Sax Wealth Advisors LLC now owns 40,656 shares of the company’s stock worth $2,259,000 after acquiring an additional 189 shares in the last quarter. Index Fund Advisors Inc. raised its stake in shares of Dimensional Global Core Plus Fixed Income ETF by 8.0% in the third quarter. Index Fund Advisors Inc. now owns 4,354 shares of the company’s stock valued at $242,000 after acquiring an additional 322 shares in the last quarter. Disciplined Investors L.L.C. boosted its holdings in Dimensional Global Core Plus Fixed Income ETF by 0.7% in the second quarter. Disciplined Investors L.L.C. now owns 53,217 shares of the company’s stock valued at $2,900,000 after purchasing an additional 355 shares during the period. Dynamic Advisor Solutions LLC grew its stake in Dimensional Global Core Plus Fixed Income ETF by 6.7% during the 3rd quarter. Dynamic Advisor Solutions LLC now owns 7,359 shares of the company’s stock worth $409,000 after purchasing an additional 460 shares in the last quarter. Finally, Foster Group Inc. increased its holdings in Dimensional Global Core Plus Fixed Income ETF by 1.0% during the 3rd quarter. Foster Group Inc. now owns 47,910 shares of the company’s stock worth $2,662,000 after purchasing an additional 491 shares during the period.

Dimensional Global Core Plus Fixed Income ETF Trading Up 0.1%

Shares of DFGP opened at $54.45 on Thursday. Dimensional Global Core Plus Fixed Income ETF has a 1 year low of $51.92 and a 1 year high of $56.17. The stock has a 50-day simple moving average of $54.43 and a 200-day simple moving average of $54.89.

Dimensional Global Core Plus Fixed Income ETF Increases Dividend

The company also recently declared a monthly dividend, which was paid on Thursday, December 18th. Investors of record on Tuesday, December 16th were paid a $0.6817 dividend. This is an increase from Dimensional Global Core Plus Fixed Income ETF’s previous monthly dividend of $0.44. This represents a c) dividend on an annualized basis and a yield of 15.0%. The ex-dividend date was Tuesday, December 16th.

About Dimensional Global Core Plus Fixed Income ETF

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.