Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) Shares Bought by Sowell Financial Services LLC

Sowell Financial Services LLC boosted its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 0.6% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 44,120 shares of the company’s stock after acquiring an additional 252 shares during the quarter. Sowell Financial Services LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $2,097,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in DFSD. Forthright Family Wealth Advisory LLC grew its stake in Dimensional Short-Duration Fixed Income ETF by 1.8% during the 4th quarter. Forthright Family Wealth Advisory LLC now owns 15,958 shares of the company’s stock valued at $748,000 after purchasing an additional 286 shares in the last quarter. Cerity Partners LLC raised its stake in Dimensional Short-Duration Fixed Income ETF by 3.0% during the fourth quarter. Cerity Partners LLC now owns 10,230 shares of the company’s stock worth $480,000 after acquiring an additional 294 shares during the period. Global Retirement Partners LLC lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 30.7% in the 4th quarter. Global Retirement Partners LLC now owns 1,650 shares of the company’s stock worth $77,000 after purchasing an additional 388 shares during the last quarter. Samalin Investment Counsel LLC boosted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 1.5% during the fourth quarter. Samalin Investment Counsel LLC now owns 32,518 shares of the company’s stock valued at $1,524,000 after acquiring an additional 496 shares during the period. Finally, Rialto Wealth Management LLC acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF during the fourth quarter worth approximately $26,000.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of NYSEARCA DFSD opened at $47.79 on Tuesday. The stock has a fifty day moving average price of $47.58 and a two-hundred day moving average price of $47.33. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $46.66 and a 1 year high of $47.85.

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.