Curio Wealth LLC Buys 135,715 Shares of Dimensional Global Core Plus Fixed Income ETF $DFGP

Curio Wealth LLC increased its holdings in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 21.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 762,441 shares of the company’s stock after buying an additional 135,715 shares during the period. Dimensional Global Core Plus Fixed Income ETF comprises about 14.6% of Curio Wealth LLC’s holdings, making the stock its 3rd largest position. Curio Wealth LLC’s holdings in Dimensional Global Core Plus Fixed Income ETF were worth $41,305,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in DFGP. CWM LLC acquired a new stake in Dimensional Global Core Plus Fixed Income ETF in the 4th quarter valued at about $38,000. Northwestern Mutual Wealth Management Co. acquired a new stake in Dimensional Global Core Plus Fixed Income ETF in the 4th quarter valued at about $44,000. RHL Group LLC acquired a new stake in Dimensional Global Core Plus Fixed Income ETF in the 4th quarter valued at about $45,000. Victory Financial Group LLC acquired a new stake in Dimensional Global Core Plus Fixed Income ETF in the 4th quarter valued at about $226,000. Finally, Clearstead Advisors LLC acquired a new stake in Dimensional Global Core Plus Fixed Income ETF in the 4th quarter valued at about $228,000.

Dimensional Global Core Plus Fixed Income ETF Price Performance

Shares of NASDAQ DFGP opened at $54.54 on Friday. Dimensional Global Core Plus Fixed Income ETF has a 52 week low of $53.30 and a 52 week high of $56.17. The company’s 50-day moving average price is $54.29 and its 200 day moving average price is $54.42.

Dimensional Global Core Plus Fixed Income ETF Dividend Announcement

The firm also recently disclosed a monthly dividend, which was paid on Thursday, May 21st. Investors of record on Tuesday, May 19th were paid a $0.2056 dividend. This represents a c) dividend on an annualized basis and a yield of 4.5%. The ex-dividend date of this dividend was Tuesday, May 19th.

About Dimensional Global Core Plus Fixed Income ETF

The Dimensional Global Core Plus Fixed Income ETF (DFGP) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is actively managed, seeking to maximize total returns through investments in the global fixed income space. Holdings include debt securities of any credit quality and maturity within 20 years. DFGP was launched on Nov 7, 2023 and is issued by Dimensional.