CogentBlue Wealth Advisors LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 31.7% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 90,282 shares of the company’s stock after purchasing an additional 21,706 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises approximately 3.0% of CogentBlue Wealth Advisors LLC’s holdings, making the stock its 10th biggest position. CogentBlue Wealth Advisors LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $4,351,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently made changes to their positions in DFSD. Security Financial Services INC. increased its holdings in Dimensional Short-Duration Fixed Income ETF by 5.2% during the third quarter. Security Financial Services INC. now owns 4,964 shares of the company’s stock valued at $239,000 after buying an additional 245 shares during the last quarter. AdvisorNet Financial Inc grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 9.7% during the 3rd quarter. AdvisorNet Financial Inc now owns 2,788 shares of the company’s stock valued at $134,000 after acquiring an additional 247 shares during the period. Samalin Investment Counsel LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF by 0.9% in the 1st quarter. Samalin Investment Counsel LLC now owns 32,823 shares of the company’s stock worth $1,560,000 after purchasing an additional 305 shares in the last quarter. IFG Advisory LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF by 2.8% in the 2nd quarter. IFG Advisory LLC now owns 11,551 shares of the company’s stock worth $555,000 after purchasing an additional 320 shares in the last quarter. Finally, Foundations Investment Advisors LLC raised its holdings in Dimensional Short-Duration Fixed Income ETF by 3.2% in the 2nd quarter. Foundations Investment Advisors LLC now owns 11,159 shares of the company’s stock worth $536,000 after purchasing an additional 345 shares during the period.
Dimensional Short-Duration Fixed Income ETF Trading Down 0.0%
NYSEARCA DFSD opened at $47.87 on Wednesday. The business’s fifty day moving average is $48.19 and its 200 day moving average is $48.13. Dimensional Short-Duration Fixed Income ETF has a fifty-two week low of $46.66 and a fifty-two week high of $48.50.
Dimensional Short-Duration Fixed Income ETF Profile
The Dimensional Short-Duration Fixed Income ETF (DFSD) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed ETF that provides broad exposure to investment-grade debt securities with short duration. DFSD was launched on Nov 15, 2021 and is managed by Dimensional.
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