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

Heffernan Advisory Inc. acquired a new position in shares of Dimensional Global Credit ETF (NASDAQ:DGCB) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 62,400 shares of the company’s stock, valued at approximately $3,239,000. Dimensional Global Credit ETF accounts for about 2.2% of Heffernan Advisory Inc.’s holdings, making the stock its 9th largest holding. Heffernan Advisory Inc. owned about 0.29% of Dimensional Global Credit ETF at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Williams & Novak Wealth Management LLC increased its stake in shares of Dimensional Global Credit ETF by 30.6% during the 3rd quarter. Williams & Novak Wealth Management LLC now owns 7,987 shares of the company’s stock worth $415,000 after purchasing an additional 1,873 shares during the last quarter. Cypress Financial Planning LLC raised its stake in Dimensional Global Credit ETF by 4.9% in the third quarter. Cypress Financial Planning LLC now owns 26,555 shares of the company’s stock valued at $1,378,000 after buying an additional 1,240 shares during the period. Farther Finance Advisors LLC boosted its stake in shares of Dimensional Global Credit ETF by 101.6% during the 3rd quarter. Farther Finance Advisors LLC now owns 175,514 shares of the company’s stock worth $9,110,000 after acquiring an additional 88,445 shares during the period. Apella Capital LLC raised its stake in Dimensional Global Credit ETF by 53.6% in the 3rd quarter. Apella Capital LLC now owns 251,933 shares of the company’s stock valued at $13,124,000 after acquiring an additional 87,868 shares during the period. Finally, Envestnet Portfolio Solutions Inc. bought a new position in Dimensional Global Credit ETF during the second quarter worth $489,853,000.

Dimensional Global Credit ETF Stock Down 0.0%

Dimensional Global Credit ETF stock traded down $0.03 during trading hours on Tuesday, hitting $52.23. The company had a trading volume of 32,793 shares, compared to its average volume of 102,123. Dimensional Global Credit ETF has a one year low of $51.73 and a one year high of $56.03. The firm has a 50-day moving average of $52.81 and a 200 day moving average of $53.83.

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.