What happened According to a recent SEC filing, von Borstel & Associates, Inc. increased its position in the Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 137,520 shares during the first quarter of 2026.
Based on the quarter’s average closing price, the estimated trade value was approximately $7.5 million
The quarter-end value of the holding rose by $7.3 million — reflecting both the share purchase and market price movement — bringing the total DFGP position to $82.4 million. What else to know – The purchase pushed DFGP to 18.9% of the portfolio, making it von Borstel’s second-largest holding. – Top holdings after the filing: – NYSE: DFAC: $136.6 million (31.3% of AUM) – NYSE: DFGP: $82.4 million (18.9% of AUM) – NYSE: DFIC: $46.8 million (10.7% of AUM) – NYSE: DFSV: $29.1 million (6.7% of AUM) – NYSE: DUHP: $27.7 million (6.3% of AUM) – – As of May 12, 2026, DFGP shares were trading at $54.24, up about 5% over the past year, underperforming the S&P 500 by roughly 21 percentage points, while outperforming its Global Bond-USD Hedged category benchmark by approximately two percentage points. ETF overview ETF snapshot The Dimensional Global Core Plus Fixed Income ETF (DFGP) is a globally diversified bond fund managed with a systematic, research-driven approach. – Seeks to maximize total return by investing across a diversified mix of U.S. and international debt securities, spanning both investment-grade and select high-yield segments. – Designed for investors seeking core fixed income exposure through a cost-efficient ETF structure, with a focus on disciplined implementation and broad geographic and credit diversification.
What this transaction means for investors Von Borstel’s continued accumulation of DFGP — which was already the firm’s second-largest holding entering 2026 — suggests a sustained move toward fixed-income ballast during what has been a volatile rate environment. Institutional investors will often increase allocations to…