Liberty Wealth Buys $19 Million of Dimensional Global Ex US Core Fixed Income ETF

• This is simply a caller position, representing 2.5% of Liberty Wealth Management LLC’s reportable U.S. equity assets nether absorption (AUM) arsenic of Dec. 31, 2025.

• Top holdings aft the filing:

  • NYSEMKT: DFAU: $37.6 cardinal (4.9% of AUM)

  • NYSEMKT: IVW: $32.0 cardinal (4.1% of AUM)

  • NYSEMKT: DFAC: $31.8 cardinal (4.1% of AUM)

  • NASDAQ: AAPL: $31.8 cardinal (4.1% of AUM)

  • NYSEMKT: QUAL: $31.6 cardinal (4.1% of AUM)

• As of February 3, 2026, shares were priced astatine $52.97, up 3.2% implicit the past year, underperforming the S&P 500 by 13.7 percent points

• DFGX’s annualized dividend output was 2.82%.

• The shares were 3.2% beneath the 52-week high.

• The concern strategy centers connected providing wide vulnerability to planetary ex-US fixed-income markets by chiefly investing successful overseas authorities and firm indebtedness securities.

• The portfolio comprises obligations issued oregon guaranteed by overseas governments, agencies, supranational organizations, and corporations, providing diversification crossed planetary fixed-income sectors.

• Structured arsenic an exchange-traded money with a transparent, rules-based approach, the money aims to present competitory risk-adjusted returns with an annualized dividend output of 2.82% and regular liquidity.

The Dimensional Global ex U.S. Core Fixed Income ETF provides diversified vulnerability to planetary fixed-income markets extracurricular the United States.

Liberty Wealth Management is simply a wealthiness advisory steadfast that holds an extended portfolio of stocks and different assets for clients. The money manager made respective adjustments successful the quarter, including adding to enslaved funds similar DFGX and to stocks done idiosyncratic banal purchases and ETFs. This shows a balanced strategy to prosecute prime maturation portion besides maintaining capable income.

DFGX offers a low-cost mode for investors to summation vulnerability to overseas authorities bonds, specified arsenic those from Japan and Europe. It provides diversification and stableness to complement investments successful growth-oriented assets, specified arsenic the iShares S&P 500 Growth ETF, which was the firm’s second-largest holding successful the 13F.