Fonville Wealth Management LLC Purchases New Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Fonville Wealth Management LLC acquired a new position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 7,935 shares of the company’s stock, valued at approximately $381,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in DFSD. Aegis Wealth Management LLC boosted its stake in Dimensional Short-Duration Fixed Income ETF by 0.8% during the 1st quarter. Aegis Wealth Management LLC now owns 33,458 shares of the company’s stock valued at $1,590,000 after purchasing an additional 250 shares during the last quarter. Samalin Investment Counsel LLC boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 0.9% during the first quarter. Samalin Investment Counsel LLC now owns 32,823 shares of the company’s stock valued at $1,560,000 after buying an additional 305 shares during the last quarter. IFG Advisory LLC boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 2.8% during the second quarter. IFG Advisory LLC now owns 11,551 shares of the company’s stock valued at $555,000 after buying an additional 320 shares during the last quarter. Nwam LLC increased its holdings in Dimensional Short-Duration Fixed Income ETF by 2.2% in the 1st quarter. Nwam LLC now owns 15,753 shares of the company’s stock worth $749,000 after buying an additional 345 shares in the last quarter. Finally, Physician Wealth Advisors Inc. raised its position in Dimensional Short-Duration Fixed Income ETF by 29.5% in the 2nd quarter. Physician Wealth Advisors Inc. now owns 1,687 shares of the company’s stock worth $81,000 after buying an additional 384 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

DFSD opened at $48.24 on Friday. The company’s 50-day simple moving average is $48.30 and its two-hundred day simple moving average is $48.01. Dimensional Short-Duration Fixed Income ETF has a 52-week low of $46.66 and a 52-week high of $48.50.

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.