Dimensional Short-Duration Fixed Income ETF $DFSD is Factor Wealth Management LTD’s 5th Largest Position

Factor Wealth Management LTD lifted its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 15.6% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 361,141 shares of the company’s stock after purchasing an additional 48,676 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises approximately 3.3% of Factor Wealth Management LTD’s holdings, making the stock its 5th largest holding. Factor Wealth Management LTD owned approximately 0.27% of Dimensional Short-Duration Fixed Income ETF worth $17,291,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of DFSD. Dopkins Wealth Management LLC lifted its position in Dimensional Short-Duration Fixed Income ETF by 2.4% during the first quarter. Dopkins Wealth Management LLC now owns 48,575 shares of the company’s stock valued at $2,326,000 after buying an additional 1,158 shares in the last quarter. Live Oak Private Wealth LLC increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 46.2% in the first quarter. Live Oak Private Wealth LLC now owns 166,229 shares of the company’s stock worth $7,959,000 after acquiring an additional 52,511 shares in the last quarter. RFG Advisory LLC increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 0.5% in the first quarter. RFG Advisory LLC now owns 76,018 shares of the company’s stock worth $3,640,000 after acquiring an additional 353 shares in the last quarter. Apella Capital LLC increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 16.3% in the first quarter. Apella Capital LLC now owns 5,246,327 shares of the company’s stock worth $252,925,000 after acquiring an additional 736,646 shares in the last quarter. Finally, CENTRAL TRUST Co raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 14.7% in the 1st quarter. CENTRAL TRUST Co now owns 4,300 shares of the company’s stock valued at $206,000 after acquiring an additional 550 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Performance

NYSEARCA:DFSD opened at $47.70 on Thursday. The firm’s fifty day simple moving average is $47.87 and its 200 day simple moving average is $48.00. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $47.50 and a twelve month 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.