White Wing Wealth Management lifted its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 20.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 135,958 shares of the company’s stock after purchasing an additional 22,824 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for approximately 3.9% of White Wing Wealth Management’s portfolio, making the stock its 8th biggest holding. White Wing Wealth Management owned 0.11% of Dimensional Short-Duration Fixed Income ETF worth $6,519,000 at the end of the most recent quarter.
Several other large investors have also made changes to their positions in DFSD. Thrivent Financial for Lutherans acquired a new position in Dimensional Short-Duration Fixed Income ETF during the 2nd quarter valued at $2,224,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 24.2% during the third quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 120,348 shares of the company’s stock valued at $5,800,000 after buying an additional 23,454 shares during the last quarter. Gradient Capital Advisors LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 9.0% during the third quarter. Gradient Capital Advisors LLC now owns 222,452 shares of the company’s stock valued at $10,720,000 after buying an additional 18,281 shares during the last quarter. CogentBlue Wealth Advisors LLC lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 31.7% in the third quarter. CogentBlue Wealth Advisors LLC now owns 90,282 shares of the company’s stock valued at $4,351,000 after buying an additional 21,706 shares during the period. Finally, Burk Holdings LLC lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 12.1% in the third quarter. Burk Holdings LLC now owns 118,145 shares of the company’s stock valued at $5,693,000 after buying an additional 12,738 shares during the period.
Dimensional Short-Duration Fixed Income ETF Price Performance
DFSD stock opened at $47.88 on Wednesday. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.85 and a twelve month high of $48.51. The business’s 50-day simple moving average is $48.14 and its 200 day simple moving average is $48.16.
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.
Further Reading
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