Wealth Manager Increases Stake in Fixed-Income ETF, Per SEC Filing
Gradient Capital Advisors, LLC increased its position in the Dimensional Global Core Plus Fixed Income ETF (DFGP) by 52,666 shares, valued at approximately $2.87 million, according to an April 15, 2026 SEC filing. The move raised its stake to 3.0% of its reportable AUM. The ETF's price was $54.52 as of April 15, 2026, with a 1-year total return of 6.5%.
Tickers: $AAPL $IVV $SPDW $VCSH
Topics: Dimensional Global Core Plus Fixed Income ETF ETF Fixed Income Gradient Capital Advisors SEC Filing