Dimensional Short-Duration Fixed Income ETF $DFSD is Great Waters Wealth Management’s 5th Largest Position

Great Waters Wealth Management raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 9.3% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 1,949,171 shares of the company’s stock after acquiring an additional 165,247 shares during the quarter. Dimensional Short-Duration Fixed Income ETF accounts for approximately 8.6% of Great Waters Wealth Management’s investment portfolio, making the stock its 5th biggest position. Great Waters Wealth Management’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $93,073,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the business. VSM Wealth Advisory LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF in the fourth quarter worth $50,000. Advisory Services Network LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the third quarter valued at $59,000. Topsail Wealth Management LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the first quarter valued at $92,000. NewEdge Advisors LLC bought a new stake in Dimensional Short-Duration Fixed Income ETF in the 1st quarter worth about $99,000. Finally, National Bank of Canada FI increased its holdings in Dimensional Short-Duration Fixed Income ETF by 154.9% in the 3rd quarter. National Bank of Canada FI now owns 2,182 shares of the company’s stock worth $105,000 after buying an additional 1,326 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of NYSEARCA:DFSD opened at $47.45 on Monday. Dimensional Short-Duration Fixed Income ETF has a fifty-two week low of $47.15 and a fifty-two week high of $48.51. The business has a 50-day simple moving average of $47.64 and a two-hundred day simple moving average of $47.90.

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.