Yardley Wealth Management LLC Raises Stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Yardley Wealth Management LLC boosted its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 17.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 205,904 shares of the company’s stock after buying an additional 30,650 shares during the period. Dimensional Short-Duration Fixed Income ETF makes up about 4.7% of Yardley Wealth Management LLC’s investment portfolio, making the stock its 8th largest position. Yardley Wealth Management LLC owned about 0.35% of Dimensional Short-Duration Fixed Income ETF worth $9,677,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Rialto Wealth Management LLC bought a new position in Dimensional Short-Duration Fixed Income ETF in the 4th quarter worth approximately $26,000. Red Lighthouse Investment Management LLC bought a new position in Dimensional Short-Duration Fixed Income ETF in the 4th quarter worth approximately $34,000. Jones Financial Companies Lllp increased its position in Dimensional Short-Duration Fixed Income ETF by 64.0% in the 4th quarter. Jones Financial Companies Lllp now owns 1,640 shares of the company’s stock worth $77,000 after buying an additional 640 shares during the period. Global Retirement Partners LLC increased its position in Dimensional Short-Duration Fixed Income ETF by 30.7% in the 4th quarter. Global Retirement Partners LLC now owns 1,650 shares of the company’s stock worth $77,000 after buying an additional 388 shares during the period. Finally, AdvisorNet Financial Inc increased its position in Dimensional Short-Duration Fixed Income ETF by 31.4% in the 4th quarter. AdvisorNet Financial Inc now owns 1,710 shares of the company’s stock worth $80,000 after buying an additional 409 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.1 %

Shares of NYSEARCA DFSD opened at $47.37 on Monday. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $46.61 and a 12 month high of $47.85. The business’s 50 day moving average is $47.16 and its two-hundred day moving average is $47.31.

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.