Donalies Financial Planning LLC Takes Position in Dimensional Global ex US Core Fixed Income ETF $DFGX

Donalies Financial Planning LLC purchased a new stake in Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 40,112 shares of the company’s stock, valued at approximately $2,111,000. Dimensional Global ex US Core Fixed Income ETF accounts for approximately 1.8% of Donalies Financial Planning LLC’s holdings, making the stock its 18th largest position. Donalies Financial Planning LLC owned 0.15% of Dimensional Global ex US Core Fixed Income ETF as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. JPMorgan Chase & Co. purchased a new stake in shares of Dimensional Global ex US Core Fixed Income ETF in the 3rd quarter valued at approximately $28,000. Royal Bank of Canada purchased a new stake in shares of Dimensional Global ex US Core Fixed Income ETF in the 4th quarter valued at approximately $38,000. Concord Wealth Partners grew its stake in shares of Dimensional Global ex US Core Fixed Income ETF by 38.6% in the 4th quarter. Concord Wealth Partners now owns 2,200 shares of the company’s stock valued at $116,000 after buying an additional 613 shares during the period. Raymond James Financial Inc. purchased a new stake in shares of Dimensional Global ex US Core Fixed Income ETF in the 2nd quarter valued at approximately $150,000. Finally, Kane Co Wealth Management Inc. acquired a new position in shares of Dimensional Global ex US Core Fixed Income ETF in the 4th quarter worth approximately $201,000.

Dimensional Global ex US Core Fixed Income ETF Stock Performance

Shares of DFGX stock opened at $53.53 on Wednesday. The firm’s 50 day moving average price is $52.87 and its 200-day moving average price is $52.94. Dimensional Global ex US Core Fixed Income ETF has a one year low of $51.90 and a one 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.