DiNuzzo Private Wealth Adds 62,000 DFGP Shares

6 days ago 6

Sarah Sidlow, The Motley Fool

Thu, January 29, 2026 astatine 8:24 AM CST 4 min read

According to a Jan. 15, 2026, SEC filing, DiNuzzo Private Wealth, Inc. added 62,255 shares of Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP). The estimated worth of the trade, based connected the mean stock terms implicit the quarter, was $3.43 million. The fund’s quarter-end presumption worth accrued by $3.06 million, a fig that includes some trading and marketplace terms question effects.

Buy enactment brings the DFGP involvement to 2.57% of DiNuzzo Private Wealth’s $919.22 cardinal successful reportable assets nether absorption arsenic of Dec. 31, 2025
Top holdings aft the filing:
- NYSEMKT:DFCF: $103.99 cardinal (11.3% of AUM)
- NYSEMKT:DFSD: $97.99 cardinal (10.7% of AUM)
- NYSEMKT:DFUS: $87.34 cardinal (9.5% of AUM)
- NYSEMKT:DFLV: $62.10 cardinal (6.8% of AUM)
- NYSEMKT:DFAS: $51.23 cardinal (5.6% of AUM)
As of Jan. 15, 2026, DFGP shares were priced astatine $54.46, up 7.2% implicit the anterior twelvemonth connected a full instrumentality basis, underperforming the S&P 500 by 11 percent points.
DFGP’s annualized dividend output was 3.43% arsenic of Jan. 16, 2026; shares were 3.05% beneath their 52-week high.

Metric

Value

AUM	$2.12 billion
Dividend Yield	3.43%
Price (as of marketplace adjacent January 15, 2026)	$54.46
1-Year Total Return	7.18%

Investment strategy focuses connected planetary diversification crossed U.S. and overseas indebtedness securities, targeting some investment-grade and prime lower-rated fixed income instruments.
The portfolio is composed of a wide premix of fixed-income assets, including securities rated from AAA to Baa3 by Moody’s and equivalent by Fitch, providing vulnerability to assorted recognition qualities and geographies.
The ETF operates arsenic an open-ended money structure.

Dimensional Global Core Plus Fixed Income ETF is simply a globally diversified fixed income money with a marketplace capitalization of $2.13 billion, offering investors entree to a wide spectrum of U.S. and planetary bonds. The money seeks to present charismatic risk-adjusted returns done disciplined recognition enactment and wide assemblage allocation, portion maintaining a competitory dividend output of 3.43% and a one-year terms alteration of 7.18%. DFGP’s strategy emphasizes some prime and diversification, aiming to supply unchangeable income and superior preservation for organization portfolios.

The Dimensional Global Core Plus Fixed Income ETF holds 1,343 securities for a full of astir $2.1 cardinal successful assets nether management. It invests successful a planetary portfolio of marketplace indebtedness with a premix of recognition ratings, dispersed crossed U.S. and overseas authorities and firm debt. The further hazard of lower-rated and overseas indebtedness translates to higher yields than much blimpish holdings similar U.S. Treasury bonds. Its mean duration of conscionable nether 7 years whitethorn entreaty to investors looking for reliable income implicit a longer clip period, and who judge involvement rates whitethorn clasp dependable beyond the abbreviated term.