Why a Maine Advisor Put $5. Million Into a Global Bond ETF Yielding Nearly 4%
The Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) was the subject of a buy by Maine-based Penobscot Wealth Management, which added an estimated $5.22 million to its position as of September 30.
According to a Securities and Exchange Commission (SEC) filing dated November 19, Penobscot Wealth Management increased its stake in the Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 79,779 shares in the third quarter. The position’s value rose to $44.87 million, representing 14.4% of the fund’s $311.58 million in reportable U.S. equity holdings across 103 positions.
Top holdings after the filing:
Source Fool.com