Clune & Associates LTD. Has $12.88 Million Stock Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Clune & Associates LTD. lifted its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 9.5% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 268,192 shares of the company’s stock after purchasing an additional 23,167 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises 3.5% of Clune & Associates LTD.’s portfolio, making the stock its 6th largest holding. Clune & Associates LTD.’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $12,876,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of DFSD. Porter White Investment Advisors Inc. increased its stake in Dimensional Short-Duration Fixed Income ETF by 16.0% in the 2nd quarter. Porter White Investment Advisors Inc. now owns 49,004 shares of the company’s stock worth $2,353,000 after buying an additional 6,757 shares in the last quarter. LPL Financial LLC boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 10.0% in the first quarter. LPL Financial LLC now owns 256,502 shares of the company’s stock worth $12,189,000 after acquiring an additional 23,215 shares during the period. SC&H Financial Advisors Inc. grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 4.7% during the second quarter. SC&H Financial Advisors Inc. now owns 280,649 shares of the company’s stock worth $13,474,000 after purchasing an additional 12,578 shares in the last quarter. Cambridge Investment Research Advisors Inc. raised its stake in Dimensional Short-Duration Fixed Income ETF by 12.7% during the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 80,635 shares of the company’s stock valued at $3,832,000 after purchasing an additional 9,071 shares during the period. Finally, Atria Wealth Solutions Inc. raised its stake in Dimensional Short-Duration Fixed Income ETF by 24.7% during the 1st quarter. Atria Wealth Solutions Inc. now owns 21,885 shares of the company’s stock valued at $1,040,000 after purchasing an additional 4,338 shares during the period.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.1%

Dimensional Short-Duration Fixed Income ETF stock opened at $48.50 on Tuesday. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $46.66 and a 1 year high of $48.50. The firm’s 50 day moving average price is $48.27 and its 200-day moving average price is $47.92.

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.