Beta Wealth Group Inc. Has $4.67 Million Stock Position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Beta Wealth Group Inc. grew its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 9.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 99,549 shares of the company’s stock after purchasing an additional 8,186 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises approximately 2.1% of Beta Wealth Group Inc.’s investment portfolio, making the stock its 16th biggest holding. Beta Wealth Group Inc. owned approximately 0.17% of Dimensional Short-Duration Fixed Income ETF worth $4,667,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. AdvisorNet Financial Inc increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 31.4% during 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 last quarter. Aptus Capital Advisors LLC bought a new stake in Dimensional Short-Duration Fixed Income ETF in the 3rd quarter valued at $97,000. MilWealth Group LLC grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 636.1% in the fourth quarter. MilWealth Group LLC now owns 4,277 shares of the company’s stock valued at $201,000 after acquiring an additional 3,696 shares in the last quarter. Builder Investment Group Inc. ADV acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF during the 3rd quarter worth approximately $202,000. Finally, Merit Financial Group LLC acquired a new position in Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at $211,000.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of NYSEARCA:DFSD opened at $47.27 on Tuesday. The company’s 50 day simple moving average is $47.02 and its 200 day simple moving average is $47.33. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $46.61 and a 1 year high of $47.85.

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.