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Beaird Harris Wealth Management Expands Dimensional Global Bond ETF Stake as Investors Diversify Beyond U.S. Bonds

Source: Motley Fool

2026-03-11 13:32:30 ET

According to a February 23, 2026, SEC filing , Beaird Harris Wealth Management, LLC increased its position in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 150,747 shares during the fourth quarter. The fund’s quarter-end stake totaled 427,954 shares worth $23.14 million.

This buy increased the stake to 1.59% of the fund’s 13F reportable AUM.

Top holdings after the filing:

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Dimensional Global Core Plus Fixed Income ETF

NASDAQ: DFGP

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