Yardley Wealth Management LLC Boosts Position in Dimensional Global ex US Core Fixed Income ETF $DFGX

Yardley Wealth Management LLC raised its stake in shares of Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX) by 11.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 209,687 shares of the company’s stock after acquiring an additional 21,655 shares during the quarter. Dimensional Global ex US Core Fixed Income ETF makes up 5.9% of Yardley Wealth Management LLC’s portfolio, making the stock its 6th biggest position. Yardley Wealth Management LLC owned 0.79% of Dimensional Global ex US Core Fixed Income ETF worth $11,037,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. bought a new position in Dimensional Global ex US Core Fixed Income ETF during the 3rd quarter valued at $28,000. AE Wealth Management LLC bought a new position in Dimensional Global ex US Core Fixed Income ETF during the 3rd quarter valued at $63,000. Concord Wealth Partners lifted its position 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 worth $116,000 after buying an additional 613 shares during the last quarter. Raymond James Financial Inc. bought a new position in shares of Dimensional Global ex US Core Fixed Income ETF in the 2nd quarter worth about $150,000. Finally, Advyzon Investment Management LLC bought a new position in shares of Dimensional Global ex US Core Fixed Income ETF in the 3rd quarter worth about $220,000.

Dimensional Global ex US Core Fixed Income ETF Stock Performance

Dimensional Global ex US Core Fixed Income ETF stock opened at $52.67 on Friday. The firm’s 50-day moving average is $52.67 and its 200-day moving average is $53.14. Dimensional Global ex US Core Fixed Income ETF has a 1 year low of $51.90 and a 1 year high of $54.73.

About Dimensional Global ex US Core Fixed Income ETF

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.