Wealth Manager Increases Position in Fixed-Income ETF, Per SEC Filing
Gradient Capital Advisors, LLC increased its position in the Dimensional Global Core Plus Fixed Income ETF by 52,666 shares, valued at approximately $2.87 million, according to an April 15, 2026 SEC filing. The position now represents 3.04% of the firm's 13F AUM, making it the fifth-largest holding. The move reflects both the share addition and price movements during the quarter.
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