Capstone Wealth Management LLC Grows Holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Capstone Wealth Management LLC increased its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 5.9% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 11,947 shares of the company’s stock after buying an additional 663 shares during the period. Dimensional Short-Duration Fixed Income ETF makes up about 0.6% of Capstone Wealth Management LLC’s investment portfolio, making the stock its 22nd biggest position. Capstone Wealth Management LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $568,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in DFSD. Root Financial Partners LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 43.0% during the 4th quarter. Root Financial Partners LLC now owns 809,302 shares of the company’s stock worth $37,940,000 after buying an additional 243,457 shares during the period. Squire Investment Management Company LLC raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 28.6% in the 4th quarter. Squire Investment Management Company LLC now owns 96,447 shares of the company’s stock valued at $4,521,000 after purchasing an additional 21,441 shares in the last quarter. Nova R Wealth Inc. acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at about $1,004,000. BCU Wealth Advisors LLC raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 19.4% in the 4th quarter. BCU Wealth Advisors LLC now owns 259,994 shares of the company’s stock valued at $12,189,000 after purchasing an additional 42,311 shares in the last quarter. Finally, Lakeridge Wealth Management LLC raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 54.4% in the 4th quarter. Lakeridge Wealth Management LLC now owns 105,942 shares of the company’s stock valued at $4,967,000 after purchasing an additional 37,321 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of Dimensional Short-Duration Fixed Income ETF stock opened at $47.79 on Friday. The firm’s 50-day simple moving average is $47.56 and its 200-day simple moving average is $47.33. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $46.66 and a 1 year high of $47.85.

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.