Family Wealth Partners LLC Buys 24,179 Shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Family Wealth Partners LLC boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 20.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 141,404 shares of the company’s stock after buying an additional 24,179 shares during the period. Dimensional Short-Duration Fixed Income ETF makes up about 3.2% of Family Wealth Partners LLC’s investment portfolio, making the stock its 12th largest holding. Family Wealth Partners LLC owned 0.24% of Dimensional Short-Duration Fixed Income ETF worth $6,629,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. Apollon Wealth Management LLC grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 0.4% in the third quarter. Apollon Wealth Management LLC now owns 64,670 shares of the company’s stock worth $3,087,000 after acquiring an additional 264 shares during the last quarter. Seaside Wealth Management Inc. boosted its stake in Dimensional Short-Duration Fixed Income ETF by 5.5% in the 3rd quarter. Seaside Wealth Management Inc. now owns 5,907 shares of the company’s stock worth $282,000 after purchasing an additional 308 shares in the last quarter. Shore Point Advisors LLC grew its position in Dimensional Short-Duration Fixed Income ETF by 1.1% during the 3rd quarter. Shore Point Advisors LLC now owns 33,879 shares of the company’s stock valued at $1,617,000 after purchasing an additional 371 shares during the last quarter. AdvisorNet Financial Inc increased its stake in 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 valued at $80,000 after purchasing an additional 409 shares in the last quarter. Finally, HFG Wealth Management LLC raised its holdings in Dimensional Short-Duration Fixed Income ETF by 3.9% in the fourth quarter. HFG Wealth Management LLC now owns 13,507 shares of the company’s stock worth $645,000 after buying an additional 502 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.1 %

Shares of NYSEARCA DFSD opened at $46.97 on Friday. The firm’s 50 day moving average price is $47.09 and its 200-day moving average price is $47.33. Dimensional Short-Duration Fixed Income ETF has a 52-week low of $46.61 and a 52-week 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.