Dimensional Global Credit ETF $DGCB is Wealth Advisors Northwest LLC’s 6th Largest Position

Wealth Advisors Northwest LLC boosted its holdings in Dimensional Global Credit ETF (NASDAQ:DGCB) by 15.2% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 224,460 shares of the company’s stock after acquiring an additional 29,620 shares during the quarter. Dimensional Global Credit ETF accounts for about 5.4% of Wealth Advisors Northwest LLC’s investment portfolio, making the stock its 6th largest position. Wealth Advisors Northwest LLC owned 1.48% of Dimensional Global Credit ETF worth $12,174,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Integrity Advisory Solutions LLC purchased a new position in shares of Dimensional Global Credit ETF during the third quarter worth about $47,992,000. Bank of America Corp DE raised its stake in Dimensional Global Credit ETF by 4.0% in the third quarter. Bank of America Corp DE now owns 807,902 shares of the company’s stock valued at $44,798,000 after purchasing an additional 31,097 shares in the last quarter. Envestnet Asset Management Inc. lifted its position in Dimensional Global Credit ETF by 13.7% during the third quarter. Envestnet Asset Management Inc. now owns 673,316 shares of the company’s stock valued at $37,335,000 after purchasing an additional 81,172 shares during the last quarter. DiNuzzo Private Wealth Inc. lifted its position in Dimensional Global Credit ETF by 0.3% during the third quarter. DiNuzzo Private Wealth Inc. now owns 327,327 shares of the company’s stock valued at $17,913,000 after purchasing an additional 1,045 shares during the last quarter. Finally, RFG Advisory LLC grew its stake in Dimensional Global Credit ETF by 0.5% in the 3rd quarter. RFG Advisory LLC now owns 247,902 shares of the company’s stock worth $13,746,000 after buying an additional 1,343 shares in the last quarter.

Dimensional Global Credit ETF Price Performance

Shares of NASDAQ:DGCB opened at $54.21 on Thursday. The company’s fifty day moving average price is $54.59 and its 200-day moving average price is $54.86. Dimensional Global Credit ETF has a one year low of $51.29 and a one year high of $56.03.

Dimensional Global Credit ETF Profile

The Dimensional Global Credit ETF (DGCB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed, investing in a broad portfolio of debt securities of any credit quality that are maturing within 20 years. The fund aims to maximize total returns, while optimizing overall gains DGCB was launched on Nov 7, 2023 and is issued by Dimensional.