Dimensional Short-Duration Fixed Income ETF $DFSD is Blue Oak Capital LLC’s 10th Largest Position

Blue Oak Capital LLC boosted its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 20.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 127,165 shares of the company’s stock after buying an additional 21,426 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up approximately 3.2% of Blue Oak Capital LLC’s portfolio, making the stock its 10th largest holding. Blue Oak Capital LLC owned approximately 0.13% of Dimensional Short-Duration Fixed Income ETF worth $6,105,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. LPL Financial LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 10.0% during the first quarter. LPL Financial LLC now owns 256,502 shares of the company’s stock valued at $12,189,000 after acquiring an additional 23,215 shares during the last quarter. Cambridge Investment Research Advisors Inc. increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 12.7% during the first quarter. Cambridge Investment Research Advisors Inc. now owns 80,635 shares of the company’s stock worth $3,832,000 after purchasing an additional 9,071 shares in the last quarter. Atria Wealth Solutions Inc. raised its stake in Dimensional Short-Duration Fixed Income ETF by 24.7% in the 1st quarter. Atria Wealth Solutions Inc. now owns 21,885 shares of the company’s stock valued at $1,040,000 after purchasing an additional 4,338 shares during the last quarter. Royal Bank of Canada raised its stake in Dimensional Short-Duration Fixed Income ETF by 181.1% in the 1st quarter. Royal Bank of Canada now owns 415,278 shares of the company’s stock valued at $19,734,000 after purchasing an additional 267,520 shares during the last quarter. Finally, Sowell Financial Services LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 0.6% in the 1st quarter. Sowell Financial Services LLC now owns 44,120 shares of the company’s stock valued at $2,097,000 after purchasing an additional 252 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.1%

Shares of DFSD opened at $48.13 on Friday. Dimensional Short-Duration Fixed Income ETF has a 52-week low of $46.66 and a 52-week high of $48.49. The firm’s fifty day moving average is $48.17 and its two-hundred day moving average is $47.82.

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.