This $74 Million Fixed-Income Bet Shows How Advisors Are Building Portfolios

1 day ago 8

Jonathan Ponciano, The Motley Fool

Sun, January 4, 2026 astatine 4:54 PM CST 5 min read

Oregon-based von Borstel & Associates added 97,269 DFGP shares successful the 3rd quarter.
The wide worth of the presumption accrued by $5.75 cardinal from the erstwhile period.
As of September 30, the money reported holding 1.34 cardinal DFGP shares valued astatine $74.09 million, making it the second-largest presumption successful the portfolio.
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On November 13, von Borstel & Associates, Inc. disclosed a $5.75 cardinal summation successful its Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) stake.

According to a filing with the Securities and Exchange Commission dated November 13, von Borstel & Associates, Inc. acquired an further 97,269 shares of the Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) during the 3rd quarter, bringing its full presumption to 1.34 cardinal shares valued astatine $74.09 cardinal astatine quarter-end, representing astir 11.36% of wide money assets.

The bargain accrued DFGP’s stock of 13F assets to 11.36% aft the filing

Top holdings aft the filing:

NYSEMKT: DFAC: $133.53 cardinal (20.2% of AUM)
NASDAQ: DFGP: $74.09 cardinal (11.2% of AUM)
NYSEMKT: DFIC: $45.49 cardinal (6.9% of AUM)
NYSEMKT: DUHP: $26.78 cardinal (4.0% of AUM)
NYSEMKT: DFSV: $25.95 cardinal (3.9% of AUM)

As of Friday, DFGP shares were priced astatine $54.03, up astir 2% implicit the past year, compared to a astir 17% summation for the S&P 500.

Metric

Value

AUM	$2.06 billion
Yield	3.4%
Price (as of Friday)	$54.03
1-year full return	6%

DFGP's concern strategy focuses connected a globally diversified portfolio of U.S. and overseas indebtedness securities, including some concern people and prime lower-rated bonds to heighten output potential.
It's structured arsenic an exchange-traded money offering vulnerability to halfway positive fixed income securities.
The money serves organization and idiosyncratic investors seeking diversified fixed income vulnerability with regular liquidity.

The Dimensional Global Core Plus Fixed Income ETF (DFGP) provides investors with entree to a wide beingness of planetary fixed income securities, managed with a disciplined attack to recognition and involvement complaint risk.

This determination looks little astir chasing returns and much astir restoring balance. After years wherever bonds were portfolio dormant weight, investors are reasoning fixed income is erstwhile again doing its job. The Dimensional Global Core Plus Fixed Income ETF offers thing galore diversified portfolios person been missing: income you tin see, paired with hazard that is easier to model.

At astir $74 million, the presumption present makes up much than 11% of reported assets, placing it conscionable down the firm’s halfway equity exposure. In different words, this isn’t a speculative enslaved commercialized but a structural allocation alongside equity ETFs, not a replacement for them. With a output to maturity northbound of 5.5% and a duration nether 7 years, the money sits successful a saccharine spot for investors who privation income without making an assertive complaint call.

Dimensional’s systematic attack besides matters here. The ETF spreads vulnerability crossed much than 1,300 holdings, blends investment-grade with selective lower-rated credit, and keeps costs debased with a nett disbursal ratio astir 0.22%. For investors staring down much volatile equity markets and uncertain complaint paths, that operation offers diversification that really diversifies.