Dimensional Short-Duration Fixed Income ETF $DFSD Stock Position Raised by FMB Wealth Management

FMB Wealth Management raised its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 31.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 149,274 shares of the company’s stock after purchasing an additional 35,296 shares during the quarter. Dimensional Short-Duration Fixed Income ETF accounts for about 2.8% of FMB Wealth Management’s holdings, making the stock its 9th biggest position. FMB Wealth Management’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $7,158,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Thrivent Financial for Lutherans acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 2nd quarter valued at approximately $2,224,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 24.2% during 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 acquiring an additional 23,454 shares during the period. Gradient Capital Advisors LLC lifted its position in shares of 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 valued at $10,720,000 after acquiring an additional 18,281 shares during the period. CogentBlue Wealth Advisors LLC lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 31.7% during the 3rd 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 period. Finally, Burk Holdings LLC lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 12.1% during the 3rd quarter. Burk Holdings LLC now owns 118,145 shares of the company’s stock valued at $5,693,000 after acquiring an additional 12,738 shares during the period.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.1%

DFSD stock opened at $48.01 on Thursday. The firm has a 50 day moving average of $48.13 and a 200-day moving average of $48.14. 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.