Porter White Investment Advisors Inc. Makes New Investment in Dimensional Short-Duration Fixed Income ETF $DFSD

Porter White Investment Advisors Inc. purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 86,386 shares of the company’s stock, valued at approximately $4,015,000. Dimensional Short-Duration Fixed Income ETF accounts for about 2.5% of Porter White Investment Advisors Inc.’s portfolio, making the stock its 13th biggest holding.

Other hedge funds have also added to or reduced their stakes in the company. Mather Group LLC. acquired a new stake in Dimensional Short-Duration Fixed Income ETF in the third quarter worth about $37,000. Guardian Wealth Management LLC lifted its position in Dimensional Short-Duration Fixed Income ETF by 19.3% during the 3rd quarter. Guardian Wealth Management LLC now owns 583,477 shares of the company’s stock valued at $27,115,000 after purchasing an additional 94,210 shares during the period. JM2 Capital Inc. lifted its position in Dimensional Short-Duration Fixed Income ETF by 8.9% during the 3rd quarter. JM2 Capital Inc. now owns 6,478 shares of the company’s stock valued at $301,000 after purchasing an additional 532 shares during the period. XY Planning Network Inc. lifted its position in Dimensional Short-Duration Fixed Income ETF by 34.3% during the 3rd quarter. XY Planning Network Inc. now owns 140,300 shares of the company’s stock valued at $6,520,000 after purchasing an additional 35,828 shares during the period. Finally, ProCore Advisors LLC boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 6.5% in the 3rd quarter. ProCore Advisors LLC now owns 60,989 shares of the company’s stock valued at $2,834,000 after purchasing an additional 3,731 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Up 0.0%

Shares of NYSEARCA DFSD opened at $46.70 on Thursday. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $46.39 and a 1 year high of $48.51. The firm’s 50-day moving average is $47.00 and its 200-day moving average is $47.50.

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.