Ultra-Short Fixed Income ETF $DUSB is Root Financial Partners LLC’s 8th Largest Position

Root Financial Partners LLC raised its holdings in shares of Ultra-Short Fixed Income ETF (NYSEARCA:DUSB) by 14.8% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 608,625 shares of the company’s stock after acquiring an additional 78,618 shares during the quarter. Ultra-Short Fixed Income ETF makes up about 3.0% of Root Financial Partners LLC’s investment portfolio, making the stock its 8th biggest position. Root Financial Partners LLC owned about 2.25% of Ultra-Short Fixed Income ETF worth $30,888,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. Studio Investment Management LLC boosted its stake in shares of Ultra-Short Fixed Income ETF by 25.7% in the second quarter. Studio Investment Management LLC now owns 16,477 shares of the company’s stock worth $836,000 after acquiring an additional 3,366 shares during the period. Farther Finance Advisors LLC lifted its holdings in Ultra-Short Fixed Income ETF by 63.8% in the 2nd quarter. Farther Finance Advisors LLC now owns 9,935 shares of the company’s stock worth $504,000 after purchasing an additional 3,869 shares in the last quarter. Family CFO Inc boosted its stake in Ultra-Short Fixed Income ETF by 63.0% in the 2nd quarter. Family CFO Inc now owns 15,460 shares of the company’s stock worth $785,000 after purchasing an additional 5,977 shares during the period. Vestia Personal Wealth Advisors grew its holdings in Ultra-Short Fixed Income ETF by 148.1% during the 2nd quarter. Vestia Personal Wealth Advisors now owns 10,883 shares of the company’s stock valued at $552,000 after buying an additional 6,496 shares in the last quarter. Finally, Curio Wealth LLC grew its holdings in Ultra-Short Fixed Income ETF by 342,833.3% during the 2nd quarter. Curio Wealth LLC now owns 10,288 shares of the company’s stock valued at $522,000 after buying an additional 10,285 shares in the last quarter.

Ultra-Short Fixed Income ETF Trading Up 0.1%

Ultra-Short Fixed Income ETF stock opened at $50.87 on Monday. Ultra-Short Fixed Income ETF has a 1 year low of $50.21 and a 1 year high of $50.90. The firm’s 50 day moving average price is $50.80 and its 200-day moving average price is $50.78.

Ultra-Short Fixed Income ETF Profile

The Dimensional Ultrashort Fixed Income ETF (DUSB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed, investing in a broad portfolio of US investment-grade securities. The fund targets a dollar weighted average portfolio maturity of less than one year DUSB was launched on Sep 26, 2023 and is issued by Dimensional.