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Symmetry Partners bought $133M in a global bond fund; Lee Financial added $7.86M to a small-cap growth fund in Jan 2026.
Symmetry Partners acquired 2.47 million shares of the Dimensional Global Core Plus Fixed Income ETF (DFGP), valued at $133.64 million, making it their second-largest holding and representing 7.91% of the fund’s reportable assets, according to a January 27, 2026, SEC filing.
Simultaneously, Lee Financial initiated a new position in the iShares S&P Small-Cap 600 Growth ETF (IJT), purchasing 55,677 shares worth $7.86 million, accounting for 1.06% of its U.S. equity assets, per a January 22 filing.
Both moves reflect increased interest in global fixed income and small-cap growth equities, though the firms did not disclose their investment rationale.
Symmetry Partners compró $133M en un fondo de bonos global; Lee Financial agregó $7.86M a un fondo de crecimiento de pequeña capitalización en enero de 2026.