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What happened According to an SEC filing dated April 21, 2026, Keystone Financial Group, Inc. increased its stake in Vanguard Malvern Funds - Core Plus Bond Fund(NASDAQ:VPLS) by 91,403 shares during the first quarter. The fund’s position v…
Key Points Keystone Financial Group, Inc. added 91,403 shares; estimated transaction value $7.15 million (based on quarterly average pricing) Quarter-end position value increased by $7.00 million, reflecting both additional shares and pric…
What happened According to an SEC filing dated April 15, 2026, Elser Financial Planning, Inc bought 72,648 shares of Dimensional Global ex US Core Fixed Income ETF(NASDAQ:DFGX) during the first quarter. The estimated transaction value was…
Key Points Acquired 367,041 shares, with the estimated trade value at $19 million (based on quarterly average pricing). DFGX represents 2.5% of Libery Wealth's 13F assets, placing it outside the fund’s top five holdings. Liberty Wealth's t…
On Feb. 4, 2026, Liberty Wealth Management LLC disclosed a new position in Dimensional Global ex U.S. Core Fixed Income ETF(NASDAQ:DFGX). What happened According to an SEC filing dated Feb. 4, 2026, Liberty Wealth Management LLC acquired 3…
Desk with screens and a snow globe showing January effect stock chart, reflecting small-cap ETF seasonality. Key Points In the new year, small-cap names may be poised to take off based on seasonal investing patterns. Two ETFs to consider f…
Top 10 Creations (All ETFs) Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SPY SPDR S&P 500 ETF Trust 4,106.55 681,074.92 0.60% QQQ Invesco QQQ Trust Series I 2,179.16 394,428.47 0.55% VOO Vanguard S&P 500 ETF 1,641.20 777,489.49 0…