Dimensional Short-Duration Fixed Income ETF $DFSD Stake Lifted by Diversify Wealth Management LLC

Diversify Wealth Management LLC boosted its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 38.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 114,100 shares of the company’s stock after buying an additional 31,687 shares during the period. Diversify Wealth Management LLC owned 0.08% of Dimensional Short-Duration Fixed Income ETF worth $5,456,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Index Fund Advisors Inc. boosted its position in Dimensional Short-Duration Fixed Income ETF by 72.3% during the 4th quarter. Index Fund Advisors Inc. now owns 65,713 shares of the company’s stock worth $3,151,000 after acquiring an additional 27,565 shares during the period. Signature Resources Capital Management LLC increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 11.1% during the fourth quarter. Signature Resources Capital Management LLC now owns 681,517 shares of the company’s stock valued at $32,679,000 after purchasing an additional 68,016 shares during the period. Sowell Financial Services LLC increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 22.3% during the fourth quarter. Sowell Financial Services LLC now owns 71,678 shares of the company’s stock valued at $3,437,000 after purchasing an additional 13,079 shares during the period. Wheelhouse Advisory Group LLC raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 42.0% during the fourth quarter. Wheelhouse Advisory Group LLC now owns 461,742 shares of the company’s stock valued at $22,173,000 after purchasing an additional 136,492 shares in the last quarter. Finally, BOS Asset Management LLC raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 33.5% during the fourth quarter. BOS Asset Management LLC now owns 81,903 shares of the company’s stock valued at $3,927,000 after purchasing an additional 20,531 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of DFSD opened at $47.65 on Monday. The firm has a 50-day moving average price of $47.80 and a 200 day moving average price of $47.98. Dimensional Short-Duration Fixed Income ETF has a 52-week low of $47.50 and a 52-week high of $48.51.

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.