Heffernan Advisory Inc. Makes New $4.37 Million Investment in Dimensional Global ex US Core Fixed Income ETF $DFGX

Heffernan Advisory Inc. bought a new position in Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX) during the fourth quarter, Holdings Channel.com reports. The institutional investor bought 83,050 shares of the company’s stock, valued at approximately $4,371,000. Dimensional Global ex US Core Fixed Income ETF accounts for approximately 4.2% of Heffernan Advisory Inc.’s portfolio, making the stock its 6th largest holding.

Several other institutional investors have also recently made changes to their positions in DFGX. Savant Capital LLC purchased a new stake in shares of Dimensional Global ex US Core Fixed Income ETF during the 3rd quarter valued at approximately $45,319,000. Elser Financial Planning Inc purchased a new stake in shares of Dimensional Global ex US Core Fixed Income ETF during the 4th quarter valued at approximately $33,434,000. Guardian Wealth Management LLC purchased a new stake in shares of Dimensional Global ex US Core Fixed Income ETF during the 4th quarter valued at approximately $20,556,000. Equita Financial Network Inc. purchased a new stake in shares of Dimensional Global ex US Core Fixed Income ETF during the 3rd quarter valued at approximately $15,681,000. Finally, Apella Capital LLC raised its position in shares of Dimensional Global ex US Core Fixed Income ETF by 15.9% during the 4th quarter. Apella Capital LLC now owns 1,935,630 shares of the company’s stock valued at $101,882,000 after buying an additional 265,446 shares during the period.

Dimensional Global ex US Core Fixed Income ETF Stock Up 0.3%

DFGX stock opened at $52.99 on Friday. The firm’s 50 day moving average price is $52.76 and its 200-day moving average price is $53.21. Dimensional Global ex US Core Fixed Income ETF has a one year low of $51.90 and a one 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.