Heffernan Advisory Inc. Has $7.21 Million Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Heffernan Advisory Inc. raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 9.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 150,563 shares of the company’s stock after buying an additional 13,407 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises 6.7% of Heffernan Advisory Inc.’s portfolio, making the stock its 4th largest holding. Heffernan Advisory Inc. owned 0.11% of Dimensional Short-Duration Fixed Income ETF worth $7,209,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Stevens Capital Partners bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 1st quarter valued at $11,510,000. Root Financial Partners LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF by 20.4% during the first quarter. Root Financial Partners LLC now owns 2,991,136 shares of the company’s stock valued at $143,216,000 after purchasing an additional 506,613 shares during the period. Keb Asset Management LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF by 2.5% during the first quarter. Keb Asset Management LLC now owns 39,630 shares of the company’s stock valued at $1,897,000 after purchasing an additional 952 shares during the period. Squire Investment Management Company LLC increased its position in Dimensional Short-Duration Fixed Income ETF by 14.9% in the first quarter. Squire Investment Management Company LLC now owns 155,265 shares of the company’s stock worth $7,434,000 after buying an additional 20,133 shares in the last quarter. Finally, Tcfg Wealth Management LLC raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 7.7% in the first quarter. Tcfg Wealth Management LLC now owns 4,811 shares of the company’s stock worth $230,000 after buying an additional 342 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Up 0.1%

DFSD stock opened at $47.75 on Friday. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $47.50 and a twelve month high of $48.51. The business’s 50-day moving average price is $47.83 and its 200-day moving average price is $47.99.

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.