Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) Stock Holdings Lifted by Delap Wealth Advisory LLC

Delap Wealth Advisory LLC lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 42.3% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 66,774 shares of the company’s stock after purchasing an additional 19,854 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up 1.9% of Delap Wealth Advisory LLC’s portfolio, making the stock its 14th largest holding. Delap Wealth Advisory LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $3,130,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Global Retirement Partners LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 30.7% in the fourth quarter. Global Retirement Partners LLC now owns 1,650 shares of the company’s stock valued at $77,000 after buying an additional 388 shares during the last quarter. AdvisorNet Financial Inc increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 31.4% in the 4th quarter. AdvisorNet Financial Inc now owns 1,710 shares of the company’s stock worth $80,000 after acquiring an additional 409 shares during the period. Aptus Capital Advisors LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 3rd quarter worth about $97,000. MilWealth Group LLC lifted its position in Dimensional Short-Duration Fixed Income ETF by 636.1% in the 4th quarter. MilWealth Group LLC now owns 4,277 shares of the company’s stock valued at $201,000 after purchasing an additional 3,696 shares during the last quarter. Finally, Merit Financial Group LLC acquired a new position in Dimensional Short-Duration Fixed Income ETF during the 4th quarter valued at about $211,000.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of NYSEARCA:DFSD opened at $47.22 on Friday. The firm’s 50 day moving average is $47.01 and its two-hundred day moving average is $47.32. Dimensional Short-Duration Fixed Income ETF has a 52 week low of $46.61 and a 52 week high of $47.85.

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.