Heritage Investment Group Inc. Increases Stock Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Heritage Investment Group Inc. lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 1.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 143,670 shares of the company’s stock after buying an additional 2,533 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises 1.2% of Heritage Investment Group Inc.’s investment portfolio, making the stock its 17th biggest position. Heritage Investment Group Inc. owned about 0.14% of Dimensional Short-Duration Fixed Income ETF worth $6,898,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the business. Aegis Wealth Management LLC lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 0.8% during the 1st quarter. Aegis Wealth Management LLC now owns 33,458 shares of the company’s stock valued at $1,590,000 after buying an additional 250 shares in the last quarter. Sowell Financial Services LLC lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 0.6% during the 1st quarter. Sowell Financial Services LLC now owns 44,120 shares of the company’s stock valued at $2,097,000 after buying an additional 252 shares in the last quarter. Samalin Investment Counsel LLC lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 0.9% during the 1st quarter. Samalin Investment Counsel LLC now owns 32,823 shares of the company’s stock valued at $1,560,000 after buying an additional 305 shares in the last quarter. Nwam LLC lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 2.2% during the 1st quarter. Nwam LLC now owns 15,753 shares of the company’s stock valued at $749,000 after buying an additional 345 shares in the last quarter. Finally, Dixon Fnancial Services Inc. lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 3.8% during the 1st quarter. Dixon Fnancial Services Inc. now owns 9,961 shares of the company’s stock valued at $473,000 after buying an additional 365 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of DFSD stock opened at $48.14 on Monday. The firm’s 50 day moving average is $48.17 and its 200 day moving average is $47.83. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $46.66 and a 12 month high of $48.49.

Dimensional Short-Duration Fixed Income ETF 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.