Dimensional Short-Duration Fixed Income ETF $DFSD Shares Acquired by Live Oak Private Wealth LLC

Live Oak Private Wealth LLC lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 124.3% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 372,850 shares of the company’s stock after acquiring an additional 206,621 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for approximately 2.2% of Live Oak Private Wealth LLC’s portfolio, making the stock its 9th biggest position. Live Oak Private Wealth LLC owned about 0.25% of Dimensional Short-Duration Fixed Income ETF worth $17,112,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of DFSD. Focus Partners Wealth increased its position in Dimensional Short-Duration Fixed Income ETF by 16.2% during the fourth quarter. Focus Partners Wealth now owns 5,445,744 shares of the company’s stock worth $261,123,000 after purchasing an additional 759,852 shares during the last quarter. Apella Capital LLC boosted its holdings in Dimensional Short-Duration Fixed Income ETF by 3.3% in the 2nd quarter. Apella Capital LLC now owns 5,420,887 shares of the company’s stock valued at $258,522,000 after purchasing an additional 174,560 shares during the last quarter. Beaird Harris Wealth Management LLC grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 8.4% in the 4th quarter. Beaird Harris Wealth Management LLC now owns 3,204,807 shares of the company’s stock valued at $153,670,000 after buying an additional 248,048 shares during the period. Root Financial Partners LLC grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 20.4% in the 1st quarter. Root Financial Partners LLC now owns 2,991,136 shares of the company’s stock valued at $143,216,000 after buying an additional 506,613 shares during the period. Finally, Planning Center Inc. grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 4.2% in the 1st quarter. Planning Center Inc. now owns 2,808,255 shares of the company’s stock valued at $134,459,000 after buying an additional 114,315 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of NYSEARCA DFSD opened at $47.15 on Wednesday. The company has a 50 day simple moving average of $47.48 and a 200-day simple moving average of $47.81. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $47.14 and a 1 year high of $48.51.

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.