Root Financial Partners LLC Has $65.10 Million Holdings in Ultra-Short Fixed Income ETF $DUSB

Root Financial Partners LLC grew its stake in shares of Ultra-Short Fixed Income ETF (NYSEARCA:DUSB) by 34.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,285,274 shares of the company’s stock after acquiring an additional 329,494 shares during the period. Ultra-Short Fixed Income ETF comprises 3.3% of Root Financial Partners LLC’s investment portfolio, making the stock its 8th biggest position. Root Financial Partners LLC’s holdings in Ultra-Short Fixed Income ETF were worth $65,099,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Financial Symmetry Inc grew its position in shares of Ultra-Short Fixed Income ETF by 36.1% during the 4th quarter. Financial Symmetry Inc now owns 147,918 shares of the company’s stock valued at $7,492,000 after acquiring an additional 39,251 shares during the period. Coston McIsaac & Partners grew its position in shares of Ultra-Short Fixed Income ETF by 23.1% during the 4th quarter. Coston McIsaac & Partners now owns 91,759 shares of the company’s stock valued at $4,647,000 after acquiring an additional 17,206 shares during the period. Farther Finance Advisors LLC grew its position in shares of Ultra-Short Fixed Income ETF by 419.5% during the 4th quarter. Farther Finance Advisors LLC now owns 51,674 shares of the company’s stock valued at $2,617,000 after acquiring an additional 41,727 shares during the period. Torren Management LLC bought a new position in shares of Ultra-Short Fixed Income ETF during the 4th quarter valued at approximately $2,354,000. Finally, Studio Investment Management LLC grew its position in shares of Ultra-Short Fixed Income ETF by 50.1% during the 4th quarter. Studio Investment Management LLC now owns 40,737 shares of the company’s stock valued at $2,063,000 after acquiring an additional 13,591 shares during the period.

Ultra-Short Fixed Income ETF Price Performance

Ultra-Short Fixed Income ETF stock opened at $50.83 on Tuesday. Ultra-Short Fixed Income ETF has a twelve month low of $50.55 and a twelve month high of $50.90. The firm has a 50 day moving average price of $50.76 and a 200-day moving average price of $50.75.

About Ultra-Short Fixed Income ETF

The Dimensional Ultrashort Fixed Income ETF (DUSB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed, investing in a broad portfolio of US investment-grade securities. The fund targets a dollar weighted average portfolio maturity of less than one year DUSB was launched on Sep 26, 2023 and is issued by Dimensional.