Porter White Investment Advisors Inc. Has $3.28 Million Stock Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Porter White Investment Advisors Inc. lifted its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 39.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 68,126 shares of the company’s stock after purchasing an additional 19,122 shares during the quarter. Dimensional Short-Duration Fixed Income ETF accounts for approximately 1.4% of Porter White Investment Advisors Inc.’s holdings, making the stock its 14th biggest holding. Porter White Investment Advisors Inc. owned approximately 0.06% of Dimensional Short-Duration Fixed Income ETF worth $3,283,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in DFSD. Onyx Financial Advisors LLC grew its stake in Dimensional Short-Duration Fixed Income ETF by 2.0% during the third quarter. Onyx Financial Advisors LLC now owns 347,696 shares of the company’s stock worth $16,755,000 after buying an additional 6,857 shares during the last quarter. SC&H Financial Advisors Inc. raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 13.0% in the third quarter. SC&H Financial Advisors Inc. now owns 317,094 shares of the company’s stock valued at $15,281,000 after acquiring an additional 36,445 shares during the last quarter. CPA Asset Management Group LLC boosted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 10.2% in the 3rd quarter. CPA Asset Management Group LLC now owns 181,784 shares of the company’s stock worth $8,760,000 after acquiring an additional 16,875 shares in the last quarter. Synergy Asset Management LLC bought a new stake in Dimensional Short-Duration Fixed Income ETF during the 3rd quarter worth approximately $1,401,000. Finally, BOS Asset Management LLC grew its position in Dimensional Short-Duration Fixed Income ETF by 22.6% during the 3rd quarter. BOS Asset Management LLC now owns 61,372 shares of the company’s stock worth $2,958,000 after acquiring an additional 11,304 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.1%

Shares of DFSD opened at $47.98 on Friday. The stock has a fifty day moving average price of $48.12 and a two-hundred day moving average price of $48.14. Dimensional Short-Duration Fixed Income ETF has a 52-week low of $46.66 and a 52-week high of $48.50.

Dimensional Short-Duration Fixed Income ETF 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.