Bridge Generations Wealth Management LLC Grows Stake in Dimensional Global ex US Core Fixed Income ETF $DFGX

Bridge Generations Wealth Management LLC increased its holdings in Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX) by 258.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 33,812 shares of the company’s stock after purchasing an additional 24,392 shares during the period. Dimensional Global ex US Core Fixed Income ETF accounts for 1.2% of Bridge Generations Wealth Management LLC’s holdings, making the stock its 17th biggest holding. Bridge Generations Wealth Management LLC’s holdings in Dimensional Global ex US Core Fixed Income ETF were worth $1,824,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Verisail Partners LLC grew its holdings in Dimensional Global ex US Core Fixed Income ETF by 0.6% during the 2nd quarter. Verisail Partners LLC now owns 383,299 shares of the company’s stock valued at $20,453,000 after buying an additional 2,139 shares in the last quarter. Werba Rubin Papier Wealth Management bought a new position in shares of Dimensional Global ex US Core Fixed Income ETF during the second quarter worth $460,000. AssuredPartners Investment Advisors LLC grew its stake in Dimensional Global ex US Core Fixed Income ETF by 89.2% during the second quarter. AssuredPartners Investment Advisors LLC now owns 9,991 shares of the company’s stock valued at $533,000 after acquiring an additional 4,709 shares in the last quarter. Silver Oak Wealth Advisors Services LLC bought a new stake in Dimensional Global ex US Core Fixed Income ETF in the 2nd quarter valued at $3,726,000. Finally, Planning Center Inc. lifted its stake in Dimensional Global ex US Core Fixed Income ETF by 2.5% in the 2nd quarter. Planning Center Inc. now owns 1,266,696 shares of the company’s stock worth $67,591,000 after purchasing an additional 31,320 shares in the last quarter.

Dimensional Global ex US Core Fixed Income ETF Price Performance

DFGX opened at $53.29 on Friday. The firm has a 50-day simple moving average of $52.94 and a two-hundred day simple moving average of $53.58. Dimensional Global ex US Core Fixed Income ETF has a 52 week low of $50.99 and a 52 week high of $54.73.

Dimensional Global ex US Core Fixed Income ETF Increases Dividend

The company also recently declared a monthly dividend, which was paid on Thursday, December 18th. Shareholders of record on Tuesday, December 16th were issued a dividend of $0.9045 per share. The ex-dividend date was Tuesday, December 16th. This represents a c) annualized dividend and a yield of 20.4%. This is a boost from Dimensional Global ex US Core Fixed Income ETF’s previous monthly dividend of $0.56.

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.