Beaird Harris Wealth Management Expands Dimensional Global Bond ETF Stake as Investors Diversify Beyond U.S. Bonds

According to a February 23, 2026, SEC filing, Beaird Harris Wealth Management, LLC accrued its presumption successful Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 150,747 shares during the 4th quarter. The fund’s quarter-end involvement totaled 427,954 shares worthy $23.14 million.

This bargain accrued the involvement to 1.59% of the fund’s 13F reportable AUM.

Top holdings aft the filing:

• NYSEMKT:DFSD: $153.67 cardinal (10.6% of AUM)

• NYSEMKT:DFCF: $137.19 cardinal (9.4% of AUM)

• NYSEMKT:AVLV: $100.72 cardinal (6.9% of AUM)

• NYSEMKT:VOO: $91.62 cardinal (6.3% of AUM)

• NYSEMKT:DUHP: $77.90 cardinal (5.4% of AUM)

As of February 20, 2026, shares were priced astatine $55.06, up 7.02% implicit the past year, with a one-year alpha of -5.93 percent points versus the S&P 500.

The money yielded 3.35% successful annualized dividends and was 1.82% beneath its 52-week precocious arsenic of February 23, 2026.

Dimensional Global Core Plus Fixed Income ETF offers wide vulnerability to planetary fixed income markets done a systematic concern process. The ETF seeks to supply full instrumentality by investing successful a diversified portfolio of U.S. and planetary fixed income securities, including some concern people and prime lower-rated bonds.

The fund's strategy emphasizes diversification crossed sectors, issuers, and recognition qualities, aiming to present accordant income and full return. Its transparent operation and absorption connected hazard absorption supply a compelling enactment for investors seeking businesslike entree to planetary enslaved markets.

The ETF’s underlying holdings span government, corporate, and securitized debt, with allocations crossed aggregate countries and recognition qualities to heighten risk-adjusted returns.

Many investors trust connected bonds to supply dependable income and assistance stabilize portfolios erstwhile banal markets go volatile. Rather than concentrating holdings successful a azygous sector, galore fixed-income strategies diversify crossed authorities bonds, firm debt, and securitized assets to equilibrium income and risk. Global enslaved funds widen this attack by spreading investments crossed aggregate countries and interest-rate environments.

The Dimensional Global Core Plus Fixed Income ETF follows that diversified strategy by investing successful a wide scope of U.S. and planetary bonds, including authorities securities, investment-grade firm debt, and constricted vulnerability to lower-rated credit. Dimensional’s systematic concern process emphasizes wide diversification crossed issuers, sectors, and regions, aiming to make income portion reducing reliance connected immoderate azygous conception of the enslaved market.