Dimensional Short-Duration Fixed Income ETF $DFSD Position Lifted by Wheelhouse Advisory Group LLC

Wheelhouse Advisory Group LLC increased its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 24.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 771,244 shares of the company’s stock after acquiring an additional 153,714 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up about 10.4% of Wheelhouse Advisory Group LLC’s portfolio, making the stock its biggest holding. Wheelhouse Advisory Group LLC owned approximately 0.51% of Dimensional Short-Duration Fixed Income ETF worth $36,827,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of DFSD. Cornerstone Wealth Partners LLC acquired a new position in Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at about $17,400,000. Allegiance Financial Group Advisory Services LLC increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 7.2% during the 4th quarter. Allegiance Financial Group Advisory Services LLC now owns 462,898 shares of the company’s stock worth $22,196,000 after buying an additional 31,073 shares during the last quarter. Ruedi Wealth Management Inc. raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 7.4% during the 4th quarter. Ruedi Wealth Management Inc. now owns 1,042,845 shares of the company’s stock valued at $50,004,000 after buying an additional 71,749 shares during the period. Torren Management LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 9.7% during the 1st quarter. Torren Management LLC now owns 274,652 shares of the company’s stock valued at $13,150,000 after buying an additional 24,182 shares during the period. Finally, Truist Financial Corp lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 75.8% in the fourth quarter. Truist Financial Corp now owns 240,387 shares of the company’s stock valued at $11,527,000 after acquiring an additional 103,612 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.1%

Shares of Dimensional Short-Duration Fixed Income ETF stock opened at $47.22 on Friday. The stock has a 50 day moving average of $47.46 and a 200 day moving average of $47.79. Dimensional Short-Duration Fixed Income ETF has a fifty-two week low of $47.14 and a fifty-two week high of $48.51.

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.