Wealth Manager Adds $3.9 Million to DFGX ETF Position
Elser Financial Planning, Inc. increased its stake in the Dimensional Global ex US Core Fixed Income ETF (DFGX) by 72,648 shares, valued at $3.9 million. The move brought DFGX to 1.8% of Elser's AUM, outside the top five holdings. DFGX underperformed the S&P 500 by 34 percentage points over one year.
Topics: Dimensional Global ex US Core Fixed Income ETF ETF investment institutional holdings SEC filings