Elwood & Goetz Wealth Advisory Group LLC Decreases Holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Elwood & Goetz Wealth Advisory Group LLC lowered its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSDFree Report) by 4.8% in the 4th quarter, HoldingsChannel reports. The fund owned 4,317 shares of the company’s stock after selling 216 shares during the period. Elwood & Goetz Wealth Advisory Group LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $203,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Apella Capital LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 688.0% in the fourth quarter. Apella Capital LLC now owns 742,797 shares of the company’s stock worth $34,837,000 after purchasing an additional 648,535 shares during the last quarter. Waverly Advisors LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the second quarter valued at $23,877,000. Valued Wealth Advisors LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the fourth quarter worth about $14,978,000. Envestnet Asset Management Inc. increased its stake in Dimensional Short-Duration Fixed Income ETF by 65.1% in the 3rd quarter. Envestnet Asset Management Inc. now owns 689,374 shares of the company’s stock worth $31,973,000 after buying an additional 271,845 shares during the period. Finally, Pathstone Family Office LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 814.4% in the 3rd quarter. Pathstone Family Office LLC now owns 264,249 shares of the company’s stock worth $12,256,000 after buying an additional 235,351 shares during the period.

Dimensional Short-Duration Fixed Income ETF Price Performance

Dimensional Short-Duration Fixed Income ETF stock opened at $47.04 on Friday. The firm has a 50-day moving average of $47.02 and a two-hundred day moving average of $46.75. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $46.11 and a 1 year high of $47.19.

Dimensional Short-Duration Fixed Income ETF Company Profile

(Free Report)

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.

See Also

Want to see what other hedge funds are holding DFSD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSDFree Report).

Institutional Ownership by Quarter for Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

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