Dimensional Short-Duration Fixed Income ETF $DFSD is Chico Wealth RIA’s 5th Largest Position

Chico Wealth RIA lowered its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 47.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 93,864 shares of the company’s stock after selling 84,628 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up approximately 2.9% of Chico Wealth RIA’s holdings, making the stock its 5th biggest position. Chico Wealth RIA owned about 0.07% of Dimensional Short-Duration Fixed Income ETF worth $4,501,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Focus Partners Advisor Solutions LLC increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 29.9% during the 3rd quarter. Focus Partners Advisor Solutions LLC now owns 5,061,981 shares of the company’s stock valued at $244,071,000 after purchasing an additional 1,165,194 shares during the last quarter. Focus Partners Wealth grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 27.2% during the 3rd quarter. Focus Partners Wealth now owns 4,685,892 shares of the company’s stock valued at $226,011,000 after acquiring an additional 1,002,627 shares during the period. Apella Capital LLC grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 12.7% during the 4th quarter. Apella Capital LLC now owns 4,509,681 shares of the company’s stock valued at $216,239,000 after acquiring an additional 506,782 shares during the period. Savant Capital LLC grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 13.5% during the 3rd quarter. Savant Capital LLC now owns 4,154,417 shares of the company’s stock valued at $200,201,000 after acquiring an additional 493,428 shares during the period. Finally, OneDigital Investment Advisors LLC grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 5.5% during the 3rd quarter. OneDigital Investment Advisors LLC now owns 3,235,923 shares of the company’s stock valued at $155,939,000 after acquiring an additional 167,635 shares during the period.

Dimensional Short-Duration Fixed Income ETF Trading Down 0.1%

Shares of NYSEARCA:DFSD opened at $47.81 on Thursday. The stock has a 50 day moving average of $47.89 and a 200 day moving average of $48.04. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $47.50 and a 12-month high of $48.51.

Dimensional Short-Duration Fixed Income ETF Company 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.