Dopkins Wealth Management LLC Makes New $1.64 Million Investment in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Dopkins Wealth Management LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 34,997 shares of the company’s stock, valued at approximately $1,641,000. Dimensional Short-Duration Fixed Income ETF makes up 0.8% of Dopkins Wealth Management LLC’s holdings, making the stock its 26th biggest position.

A number of other hedge funds also recently added to or reduced their stakes in the business. Curio Wealth LLC acquired a new stake in Dimensional Short-Duration Fixed Income ETF during the 4th quarter worth approximately $25,719,000. Yardley Wealth Management LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 17.5% in the 4th quarter. Yardley Wealth Management LLC now owns 205,904 shares of the company’s stock valued at $9,677,000 after purchasing an additional 30,650 shares in the last quarter. Corient Private Wealth LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 1.6% in the 4th quarter. Corient Private Wealth LLC now owns 147,030 shares of the company’s stock valued at $6,893,000 after purchasing an additional 2,253 shares in the last quarter. Poinciana Advisors Group LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at $211,000. Finally, Northwest Wealth Management LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 90.9% in the 4th quarter. Northwest Wealth Management LLC now owns 284,233 shares of the company’s stock valued at $13,325,000 after purchasing an additional 135,367 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of DFSD opened at $47.37 on Tuesday. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.61 and a twelve month high of $47.85. The firm’s fifty day simple moving average is $47.17 and its 200-day simple moving average is $47.31.

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.