Pine Harbor Wealth Management LLC Acquires 53,453 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD

Pine Harbor Wealth Management LLC increased its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 20.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 319,594 shares of the company’s stock after purchasing an additional 53,453 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up 4.7% of Pine Harbor Wealth Management LLC’s investment portfolio, making the stock its 7th biggest holding. Pine Harbor Wealth Management LLC owned approximately 0.25% of Dimensional Short-Duration Fixed Income ETF worth $15,325,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Focus Partners Advisor Solutions LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 29.9% during the 3rd quarter. Focus Partners Advisor Solutions LLC now owns 5,061,981 shares of the company’s stock worth $244,071,000 after buying an additional 1,165,194 shares during the period. Focus Partners Wealth increased its stake in shares of Dimensional Short-Duration Fixed Income ETF by 27.2% in the third quarter. Focus Partners Wealth now owns 4,685,892 shares of the company’s stock valued at $226,011,000 after buying an additional 1,002,627 shares during the period. Root Financial Partners LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 55.8% during the third quarter. Root Financial Partners LLC now owns 1,857,715 shares of the company’s stock worth $89,523,000 after acquiring an additional 665,421 shares during the last quarter. Apella Capital LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 17.9% during the third quarter. Apella Capital LLC now owns 4,002,899 shares of the company’s stock worth $194,061,000 after acquiring an additional 606,441 shares during the last quarter. Finally, Vise Technologies Inc. acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF in the third quarter worth approximately $28,869,000.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of DFSD stock opened at $47.93 on Friday. The business’s 50 day simple moving average is $48.14 and its 200 day simple moving average is $48.15. Dimensional Short-Duration Fixed Income ETF has a one year low of $46.85 and a one year high of $48.51.

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.