Vestia Personal Wealth Advisors Has $1.89 Million Stock Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Vestia Personal Wealth Advisors lifted its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 68.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,109 shares of the company’s stock after purchasing an additional 15,916 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises 1.0% of Vestia Personal Wealth Advisors’ investment portfolio, making the stock its 21st largest holding. Vestia Personal Wealth Advisors’ holdings in Dimensional Short-Duration Fixed Income ETF were worth $1,885,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Thrivent Financial for Lutherans bought a new position in shares of Dimensional Short-Duration Fixed Income ETF during the second quarter worth about $2,224,000. Porter White Investment Advisors Inc. boosted its holdings in Dimensional Short-Duration Fixed Income ETF by 16.0% in the second quarter. Porter White Investment Advisors Inc. now owns 49,004 shares of the company’s stock valued at $2,353,000 after acquiring an additional 6,757 shares during the last quarter. SC&H Financial Advisors Inc. increased its position in Dimensional Short-Duration Fixed Income ETF by 4.7% during the 2nd quarter. SC&H Financial Advisors Inc. now owns 280,649 shares of the company’s stock valued at $13,474,000 after purchasing an additional 12,578 shares during the period. Baker Tilly Wealth Management LLC bought a new position in Dimensional Short-Duration Fixed Income ETF during the 3rd quarter worth approximately $2,532,000. Finally, Commonwealth Equity Services LLC lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 5.3% in the 2nd quarter. Commonwealth Equity Services LLC now owns 1,019,698 shares of the company’s stock worth $48,956,000 after purchasing an additional 51,723 shares during the period.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.1%

DFSD opened at $47.94 on Thursday. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.66 and a twelve month high of $48.50. The company has a fifty day moving average of $48.18 and a 200-day moving average of $48.13.

Dimensional Short-Duration Fixed Income ETF Company 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.