Claris Financial LLC Takes $1.70 Million Position in Ultra-Short Fixed Income ETF $DUSB

Claris Financial LLC purchased a new position in Ultra-Short Fixed Income ETF (NYSEARCA:DUSB) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 33,516 shares of the company’s stock, valued at approximately $1,698,000. Ultra-Short Fixed Income ETF makes up about 0.9% of Claris Financial LLC’s holdings, making the stock its 19th biggest position. Claris Financial LLC owned approximately 0.10% of Ultra-Short Fixed Income ETF at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Root Financial Partners LLC increased its holdings in Ultra-Short Fixed Income ETF by 34.5% during the 4th quarter. Root Financial Partners LLC now owns 1,285,274 shares of the company’s stock worth $65,099,000 after acquiring an additional 329,494 shares during the period. Torren Management LLC purchased a new stake in Ultra-Short Fixed Income ETF in the 4th quarter worth approximately $2,354,000. Farther Finance Advisors LLC lifted its stake in Ultra-Short Fixed Income ETF by 419.5% in the 4th quarter. Farther Finance Advisors LLC now owns 51,674 shares of the company’s stock worth $2,617,000 after purchasing an additional 41,727 shares in the last quarter. Financial Symmetry Inc boosted its holdings in Ultra-Short Fixed Income ETF by 36.1% in the 4th quarter. Financial Symmetry Inc now owns 147,918 shares of the company’s stock valued at $7,492,000 after purchasing an additional 39,251 shares during the period. Finally, Arkadios Wealth Advisors boosted its holdings in Ultra-Short Fixed Income ETF by 21.3% in the 4th quarter. Arkadios Wealth Advisors now owns 169,312 shares of the company’s stock valued at $8,576,000 after purchasing an additional 29,677 shares during the period.

Ultra-Short Fixed Income ETF Stock Performance

DUSB opened at $50.85 on Friday. The company has a fifty day moving average price of $50.80 and a 200-day moving average price of $50.76. Ultra-Short Fixed Income ETF has a one year low of $50.55 and a one year high of $50.91.

About Ultra-Short Fixed Income ETF

The Dimensional Ultrashort Fixed Income ETF (DUSB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed, investing in a broad portfolio of US investment-grade securities. The fund targets a dollar weighted average portfolio maturity of less than one year DUSB was launched on Sep 26, 2023 and is issued by Dimensional.