Core Wealth Management Inc. Acquires New Shares in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Core Wealth Management Inc. bought a new position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) during the 2nd quarter, HoldingsChannel reports. The institutional investor bought 13,444 shares of the company’s stock, valued at approximately $632,000. Dimensional Short-Duration Fixed Income ETF comprises approximately 0.3% of Core Wealth Management Inc.’s investment portfolio, making the stock its 14th largest position.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Global Retirement Partners LLC bought a new stake in Dimensional Short-Duration Fixed Income ETF in the 1st quarter valued at $63,000. Mather Group LLC. bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the first quarter valued at about $71,000. CWM LLC grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 259.8% during the fourth quarter. CWM LLC now owns 1,799 shares of the company’s stock worth $85,000 after buying an additional 1,299 shares in the last quarter. Principal Securities Inc. acquired a new stake in Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at approximately $102,000. Finally, EP Wealth Advisors LLC acquired a new stake in Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at approximately $193,000.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.2 %

NYSEARCA:DFSD traded up $0.09 during trading hours on Friday, reaching $47.53. 258,731 shares of the stock were exchanged, compared to its average volume of 342,178. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.11 and a twelve month high of $47.59. The firm has a 50 day moving average of $47.25 and a 200 day moving average of $47.06.

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.