Wheelhouse Advisory Group LLC Acquires 79,427 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD

Wheelhouse Advisory Group LLC grew its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 32.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 325,250 shares of the company’s stock after acquiring an additional 79,427 shares during the quarter. Dimensional Short-Duration Fixed Income ETF accounts for about 6.9% of Wheelhouse Advisory Group LLC’s holdings, making the stock its 8th largest position. Wheelhouse Advisory Group LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $15,674,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Curio Wealth LLC raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 192,929.4% in the second quarter. Curio Wealth LLC now owns 760,536 shares of the company’s stock valued at $36,513,000 after acquiring an additional 760,142 shares during the last quarter. Elser Financial Planning Inc bought a new stake in Dimensional Short-Duration Fixed Income ETF in the second quarter valued at approximately $35,636,000. Savant Capital LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 20.7% in the second quarter. Savant Capital LLC now owns 3,660,989 shares of the company’s stock valued at $175,764,000 after buying an additional 627,337 shares in the last quarter. Apella Capital LLC lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 17.9% in the third quarter. Apella Capital LLC now owns 4,002,899 shares of the company’s stock worth $194,061,000 after purchasing an additional 606,441 shares in the last quarter. Finally, Wealthquest Corp bought a new stake in Dimensional Short-Duration Fixed Income ETF during the second quarter worth about $29,075,000.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.1%

DFSD opened at $48.01 on Friday. The business has a 50 day moving average of $48.08 and a 200-day moving average of $48.14. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $46.72 and a 12-month high of $48.50.

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.