Chico Wealth RIA Has $4.50 Million Stock Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Chico Wealth RIA trimmed its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 47.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 93,864 shares of the company’s stock after selling 84,628 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up approximately 2.9% of Chico Wealth RIA’s holdings, making the stock its 5th biggest position. Chico Wealth RIA’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $4,501,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in DFSD. VSM Wealth Advisory LLC bought a new position in Dimensional Short-Duration Fixed Income ETF in the 4th quarter worth approximately $50,000. Advisory Services Network LLC bought a new position in Dimensional Short-Duration Fixed Income ETF in the 3rd quarter worth approximately $59,000. Tradewinds Capital Management LLC bought a new position in Dimensional Short-Duration Fixed Income ETF in the 4th quarter worth approximately $81,000. NewEdge Advisors LLC bought a new position in Dimensional Short-Duration Fixed Income ETF in the 1st quarter worth approximately $99,000. Finally, National Bank of Canada FI boosted its stake in Dimensional Short-Duration Fixed Income ETF by 154.9% in the 3rd quarter. National Bank of Canada FI now owns 2,182 shares of the company’s stock worth $105,000 after purchasing an additional 1,326 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Performance

DFSD stock opened at $47.81 on Thursday. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $47.50 and a 1-year high of $48.51. The business has a 50 day simple moving average of $47.89 and a two-hundred day simple moving average of $48.04.

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.