BCO Wealth Management LLC Makes New $11.94 Million Investment in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

BCO Wealth Management LLC purchased a new position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 254,641 shares of the company’s stock, valued at approximately $11,938,000. Dimensional Short-Duration Fixed Income ETF makes up approximately 9.9% of BCO Wealth Management LLC’s portfolio, making the stock its 4th biggest holding. BCO Wealth Management LLC owned 0.44% of Dimensional Short-Duration Fixed Income ETF at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of DFSD. WorthPointe LLC increased its holdings in Dimensional Short-Duration Fixed Income ETF by 35.4% during the 3rd quarter. WorthPointe LLC now owns 9,469 shares of the company’s stock worth $452,000 after purchasing an additional 2,477 shares in the last quarter. CreativeOne Wealth LLC boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 862.7% during the third quarter. CreativeOne Wealth LLC now owns 68,553 shares of the company’s stock worth $3,273,000 after buying an additional 61,432 shares during the period. HighTower Advisors LLC grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 2.7% during the third quarter. HighTower Advisors LLC now owns 1,636,535 shares of the company’s stock worth $78,135,000 after buying an additional 42,663 shares in the last quarter. Integrated Wealth Concepts LLC grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 1.4% during the third quarter. Integrated Wealth Concepts LLC now owns 224,572 shares of the company’s stock worth $10,721,000 after buying an additional 3,153 shares in the last quarter. Finally, Pinnacle Family Advisors LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 8.4% in the 3rd quarter. Pinnacle Family Advisors LLC now owns 9,082 shares of the company’s stock valued at $434,000 after acquiring an additional 702 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.1 %

Shares of DFSD opened at $47.38 on Thursday. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.61 and a twelve month high of $47.85. The company has a 50 day moving average of $47.26 and a 200-day moving average of $47.30.

Dimensional Short-Duration Fixed Income ETF Cuts Dividend

The firm also recently announced a dividend, which will be paid on Thursday, March 27th. Investors of record on Tuesday, March 25th will be given a $0.0979 dividend. The ex-dividend date is Tuesday, March 25th.

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.