Diversify Wealth Management LLC Makes New $4.85 Million Investment in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Diversify Wealth Management LLC acquired a new position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 102,106 shares of the company’s stock, valued at approximately $4,845,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Principal Securities Inc. bought a new position in Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at about $102,000. Beacon Pointe Advisors LLC increased its holdings in Dimensional Short-Duration Fixed Income ETF by 44.9% in the 4th quarter. Beacon Pointe Advisors LLC now owns 50,867 shares of the company’s stock valued at $2,391,000 after buying an additional 15,768 shares during the period. Corient Private Wealth LLC increased its holdings in Dimensional Short-Duration Fixed Income ETF by 1,156.9% in the 4th quarter. Corient Private Wealth LLC now owns 143,410 shares of the company’s stock valued at $6,742,000 after buying an additional 132,000 shares during the period. AWM Capital LLC increased its holdings in Dimensional Short-Duration Fixed Income ETF by 0.7% in the 4th quarter. AWM Capital LLC now owns 97,386 shares of the company’s stock valued at $4,578,000 after buying an additional 724 shares during the period. Finally, EverSource Wealth Advisors LLC increased its holdings in Dimensional Short-Duration Fixed Income ETF by 7.3% in the 4th quarter. EverSource Wealth Advisors LLC now owns 38,433 shares of the company’s stock valued at $1,807,000 after buying an additional 2,609 shares during the period.

Dimensional Short-Duration Fixed Income ETF Price Performance

DFSD stock opened at $47.81 on Friday. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $46.11 and a 12 month high of $47.82. The company’s 50-day moving average price is $47.43 and its two-hundred day moving average price is $47.13.

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.