Heffernan Advisory Inc. Makes New $2.28 Million Investment in Dimensional Global Credit ETF $DGCB

Heffernan Advisory Inc. bought a new position in Dimensional Global Credit ETF (NASDAQ:DGCB) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 42,082 shares of the company’s stock, valued at approximately $2,282,000. Dimensional Global Credit ETF makes up about 2.2% of Heffernan Advisory Inc.’s investment portfolio, making the stock its 9th biggest position. Heffernan Advisory Inc. owned 0.27% of Dimensional Global Credit ETF at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Integrity Advisory Solutions LLC purchased a new position in shares of Dimensional Global Credit ETF in the third quarter worth approximately $47,992,000. Integrated Wealth Concepts LLC bought a new stake in Dimensional Global Credit ETF in the third quarter worth approximately $8,852,000. Dynamic Advisor Solutions LLC bought a new stake in shares of Dimensional Global Credit ETF during the 4th quarter worth $6,882,000. Envestnet Asset Management Inc. boosted its holdings in shares of Dimensional Global Credit ETF by 13.7% during the 3rd quarter. Envestnet Asset Management Inc. now owns 673,316 shares of the company’s stock worth $37,335,000 after buying an additional 81,172 shares during the period. Finally, Bank of America Corp DE boosted its holdings in shares of Dimensional Global Credit ETF by 11.4% during the 2nd quarter. Bank of America Corp DE now owns 776,805 shares of the company’s stock worth $42,126,000 after buying an additional 79,416 shares during the period.

Dimensional Global Credit ETF Trading Up 0.4%

NASDAQ:DGCB opened at $54.84 on Friday. Dimensional Global Credit ETF has a one year low of $52.49 and a one year high of $56.03. The company has a fifty day moving average price of $54.46 and a 200 day moving average price of $54.69.

Dimensional Global Credit ETF Company 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.