Dimensional Short-Duration Fixed Income ETF $DFSD Stock Position Boosted by Curio Wealth LLC

Curio Wealth LLC raised its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 6.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 811,727 shares of the company’s stock after buying an additional 51,191 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises about 16.0% of Curio Wealth LLC’s holdings, making the stock its 2nd largest position. Curio Wealth LLC owned 0.71% of Dimensional Short-Duration Fixed Income ETF worth $39,117,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of DFSD. Thrivent Financial for Lutherans acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF in the 2nd quarter valued at $2,224,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 24.2% in the 3rd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 120,348 shares of the company’s stock valued at $5,800,000 after buying an additional 23,454 shares during the last quarter. Gradient Capital Advisors LLC raised its stake in Dimensional Short-Duration Fixed Income ETF by 9.0% during the 3rd quarter. Gradient Capital Advisors LLC now owns 222,452 shares of the company’s stock worth $10,720,000 after acquiring an additional 18,281 shares in the last quarter. CogentBlue Wealth Advisors LLC lifted its position in Dimensional Short-Duration Fixed Income ETF by 31.7% in the third quarter. CogentBlue Wealth Advisors LLC now owns 90,282 shares of the company’s stock valued at $4,351,000 after acquiring an additional 21,706 shares during the last quarter. Finally, Baker Tilly Wealth Management LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF in the third quarter valued at $2,532,000.

Dimensional Short-Duration Fixed Income ETF Stock Performance

NYSEARCA DFSD opened at $48.24 on Friday. The company has a fifty day moving average of $48.17 and a two-hundred day moving average of $48.20. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $46.85 and a 1 year high of $48.51.

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.