Dimensional Short-Duration Fixed Income ETF $DFSD is Wheelhouse Advisory Group LLC’s 2nd Largest Position

Wheelhouse Advisory Group LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 33.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 617,530 shares of the company’s stock after purchasing an additional 155,788 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises approximately 9.8% of Wheelhouse Advisory Group LLC’s holdings, making the stock its 2nd largest holding. Wheelhouse Advisory Group LLC owned approximately 0.46% of Dimensional Short-Duration Fixed Income ETF worth $29,567,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in DFSD. Index Fund Advisors Inc. increased its stake in Dimensional Short-Duration Fixed Income ETF by 72.3% in the 4th quarter. Index Fund Advisors Inc. now owns 65,713 shares of the company’s stock worth $3,151,000 after buying an additional 27,565 shares during the period. Signature Resources Capital Management LLC grew its stake in Dimensional Short-Duration Fixed Income ETF by 11.1% in the 4th quarter. Signature Resources Capital Management LLC now owns 681,517 shares of the company’s stock worth $32,679,000 after acquiring an additional 68,016 shares in the last quarter. Burk Holdings LLC grew its stake in Dimensional Short-Duration Fixed Income ETF by 12.1% in the 3rd quarter. Burk Holdings LLC now owns 118,145 shares of the company’s stock worth $5,693,000 after acquiring an additional 12,738 shares in the last quarter. Sowell Financial Services LLC increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 22.3% during the fourth quarter. Sowell Financial Services LLC now owns 71,678 shares of the company’s stock worth $3,437,000 after acquiring an additional 13,079 shares during the period. Finally, BOS Asset Management LLC increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 33.5% during the fourth quarter. BOS Asset Management LLC now owns 81,903 shares of the company’s stock worth $3,927,000 after acquiring an additional 20,531 shares during the period.

Dimensional Short-Duration Fixed Income ETF Trading Down 0.1%

Shares of NYSEARCA DFSD opened at $47.75 on Wednesday. Dimensional Short-Duration Fixed Income ETF has a 52-week low of $47.50 and a 52-week high of $48.51. The stock has a 50 day moving average price of $47.84 and a 200 day moving average price of $47.99.

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.