Liberty Wealth’s Peculiar Plunge into Bonds

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Now, listen closely. On February the 4th, 2026, a rather large sum of money – nineteen million dollars, to be precise – went wandering off into the world of bonds. The culprit? Liberty Wealth Management LLC. And the object of their affection? A curious concoction called the Dimensional Global ex U.S. Core Fixed Income ETF – or DFGX, if you prefer a shorter, less tongue-twisting name.

What’s Been Going On?

According to a filing – a sort of official note left by grown-ups who like paperwork – Liberty Wealth scooped up 367,041 shares of this DFGX thing. Nineteen point three million dollars’ worth, they say. A truly enormous pile of cash, enough to build a small castle… or, you know, buy bonds.

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A Bit More to Chew On

  • This new purchase represents 2.5% of Liberty Wealth’s entire stash of American investments. A modest slice, perhaps, but a slice nonetheless.
  • Here’s what else they’ve been fiddling with, like a child with building blocks:
    • NYSEMKT: DFAU: $37.6 million (4.9% of their hoard)
    • NYSEMKT: IVW: $32.0 million (4.1%)
    • NYSEMKT: DFAC: $31.8 million (another 4.1%)
    • NASDAQ: AAPL: $31.8 million (yes, that Apple. They seem rather fond of it)
    • NYSEMKT: QUAL: $31.6 million (4.1% – they really like numbers ending in .1, don’t they?)
  • As of February 3rd, 2026, a single share of DFGX cost $52.97. It had crept up a little over the year – a mere 3.2% – which, compared to the bustling S&P 500, was a bit like a snail racing a cheetah (the S&P 500 zoomed ahead by 13.7 percentage points!).
  • DFGX, they claim, coughs up a 2.82% dividend yield. A small reward for letting them hold onto your money, you see.
  • The share price was a tad – just a tiny tad – below its peak for the year. A bit like a slightly deflated balloon.

What Is This DFGX, Anyway?

Metric Value
AUM (Assets Under Management) $1.5 billion
Dividend Yield 2.82%
Price (as of 2/3/26) $52.97
1-Year Total Return 3.2%

A Closer Look at the Beast

  • This DFGX, you see, is a sort of treasure chest filled with debts issued by foreign governments and companies. Bonds, they’re called. A way to spread your money around the world, like scattering seeds.
  • It’s stuffed with promises from faraway lands – IOUs from governments and businesses. A bit risky, perhaps, but potentially rewarding.
  • It’s an ETF, which is a fancy way of saying it’s a basket of bonds you can buy and sell on the stock market. Transparent, they say. Rules-based. Sounds terribly dull, doesn’t it?

Essentially, DFGX offers a way to dabble in international bond markets without actually having to travel the globe and haggle with foreign financiers.

What Does This Mean for You, the Investor?

Liberty Wealth, you see, is a firm that manages money for other people. They’re like the keepers of the piggy banks. And they’ve decided to add a little bit of DFGX to their collections. They’ve been shuffling things around, adding bonds and stocks, trying to find the perfect balance between growth and income.

DFGX offers a relatively cheap way to get a slice of foreign government bonds – things from Japan and Europe, mostly. It’s a bit like adding a sturdy brick to a wobbly tower. It provides stability and diversification. It’s a clever way to spread the risk, you see.

With the Federal Reserve cutting interest rates, investors are anticipating even lower rates in the future. This makes buying bond funds now a bit like locking in a good price before everyone else realizes how valuable they are. A bit of foresight, perhaps. Or just a lucky guess.

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2026-02-19 17:34