Dimensional Short-Duration Fixed Income ETF $DFSD Position Boosted by CPA Asset Management Group LLC

CPA Asset Management Group LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 55.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 283,084 shares of the company’s stock after acquiring an additional 101,300 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises about 4.8% of CPA Asset Management Group LLC’s portfolio, making the stock its 7th largest holding. CPA Asset Management Group LLC owned approximately 0.23% of Dimensional Short-Duration Fixed Income ETF worth $13,574,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of the stock. Thrivent Financial for Lutherans bought a new position in shares of Dimensional Short-Duration Fixed Income ETF during the 2nd quarter valued at about $2,224,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 24.2% in the third quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 120,348 shares of the company’s stock worth $5,800,000 after purchasing an additional 23,454 shares during the last quarter. Gradient Capital Advisors LLC lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 9.0% in the third quarter. Gradient Capital Advisors LLC now owns 222,452 shares of the company’s stock worth $10,720,000 after buying an additional 18,281 shares in the last quarter. CogentBlue Wealth Advisors LLC lifted its position in shares of 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 worth $4,351,000 after buying an additional 21,706 shares in the last quarter. Finally, Burk Holdings LLC boosted its stake in Dimensional Short-Duration Fixed Income ETF by 12.1% during the third quarter. Burk Holdings LLC now owns 118,145 shares of the company’s stock valued at $5,693,000 after buying an additional 12,738 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of Dimensional Short-Duration Fixed Income ETF stock opened at $47.60 on Friday. The stock has a 50 day moving average of $48.16 and a 200 day moving average of $48.18. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $46.85 and a 12 month 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.