Dimensional Short-Duration Fixed Income ETF $DFSD is Selective Wealth Management Inc.’s 6th Largest Position

Selective Wealth Management Inc. lifted its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 201.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 164,178 shares of the company’s stock after buying an additional 109,762 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up about 2.4% of Selective Wealth Management Inc.’s holdings, making the stock its 6th biggest holding. Selective Wealth Management Inc. owned 0.13% of Dimensional Short-Duration Fixed Income ETF worth $7,882,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Advisory Services Network LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF in the third quarter worth about $59,000. Tradewinds Capital Management LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF during the fourth quarter valued at approximately $81,000. NewEdge Advisors LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF during the first quarter valued at approximately $99,000. National Bank of Canada FI boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 154.9% in the 3rd quarter. National Bank of Canada FI now owns 2,182 shares of the company’s stock worth $105,000 after purchasing an additional 1,326 shares in the last quarter. Finally, AdvisorNet Financial Inc boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 9.7% in the 3rd quarter. AdvisorNet Financial Inc now owns 2,788 shares of the company’s stock worth $134,000 after purchasing an additional 247 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Dimensional Short-Duration Fixed Income ETF stock opened at $47.87 on Thursday. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.85 and a twelve month high of $48.51. The stock’s 50 day moving average is $48.14 and its 200 day moving average is $48.16.

About Dimensional Short-Duration Fixed Income ETF

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.