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The Motley Fool
1 month ago
Beaird Harris Wealth Management Expands Dimensional Global Bond ETF Stake as Investors Diversify Beyond U.S. Bonds
Beaird Harris Wealth Management, LLC added 150,747 shares of Dimensional Global Core Plus Fixed Income ETF (DFGP) Quarter-end position value increased by $7.74 million, reflecting both trading and price changes Transaction represented 0.57% of 13F reportable AUM Post-trade stake: 427,954 shares valued at $23.14 million Holding represents 1.59% of fund AUM, which places it outside the fund's top five holdings