Curio Wealth LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 14.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 930,407 shares of the company’s stock after purchasing an additional 118,680 shares during the quarter. Dimensional Short-Duration Fixed Income ETF accounts for about 15.8% of Curio Wealth LLC’s holdings, making the stock its 2nd biggest holding. Curio Wealth LLC owned about 0.73% of Dimensional Short-Duration Fixed Income ETF worth $44,604,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also made changes to their positions in the company. VSM Wealth Advisory LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF in the fourth quarter valued at approximately $50,000. Advisory Services Network LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF in the third quarter valued at approximately $59,000. Tradewinds Capital Management LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF in the fourth quarter valued at approximately $81,000. NewEdge Advisors LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF in the first quarter valued at approximately $99,000. Finally, National Bank of Canada FI boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 154.9% in the third quarter. National Bank of Canada FI now owns 2,182 shares of the company’s stock valued at $105,000 after purchasing an additional 1,326 shares during the period.
Dimensional Short-Duration Fixed Income ETF Price Performance
NYSEARCA DFSD opened at $47.86 on Friday. The firm has a 50 day simple moving average of $47.89 and a 200-day simple moving average of $48.04. Dimensional Short-Duration Fixed Income ETF has a one year low of $47.50 and a one year high of $48.51.
About Dimensional Short-Duration Fixed Income ETF
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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