Wealth Advisors Northwest purchased 62,291 shares of DFGP in Q4, valued at $3.43 million. The stake now totals 294,929 shares worth $15.95 million. DFGP makes up 7.07% of AUM. Position value increased by $3.02 million due to share additions and price changes.

The investment strategy of DFGP focuses on a diversified portfolio of fixed income securities, both U.S. and international. The fund is structured as an ETF and has a market capitalization of $2.13 billion. With a 3.4% yield and a 7% one-year total return, DFGP offers a transparent, liquid investment option.

Wealth Advisors Northwest increased its stake in DFGP by 62,291 shares, bringing the total to 294,929 shares. Top holdings include DFAC, DFIC, DFSV, DUHP, and DGCB. Shares of DFGP were priced at $54.46 as of Thursday, up 3% from the previous year.

Wealth Advisors Northwest leans into a globally diversified approach with DFGP, emphasizing income, duration control, and credit flexibility. The firm’s largest holdings are Dimensional equity strategies. DFGP offers a way to earn income without overcommitting to any single rate or credit outcome.

Read more at Yahoo Finance: Why One Advisor Added $3.4 Million to a Global Bond ETF and Made It a 7% Portfolio Bet