Wheelhouse Advisory Group LLC Has $29.57 Million Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Wheelhouse Advisory Group LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 33.7% in the 1st quarter, Holdings Channel.com reports. The firm owned 617,530 shares of the company’s stock after acquiring an additional 155,788 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up about 9.8% of Wheelhouse Advisory Group LLC’s holdings, making the stock its 2nd largest holding. Wheelhouse Advisory Group LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $29,567,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the stock. VSM Wealth Advisory LLC bought a new stake in Dimensional Short-Duration Fixed Income ETF during the fourth quarter valued at about $50,000. Advisory Services Network LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the third quarter valued at about $59,000. Tradewinds Capital Management LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at about $81,000. Topsail Wealth Management LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 1st quarter valued at about $92,000. Finally, NewEdge Advisors LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF in the 1st quarter worth approximately $99,000.

Dimensional Short-Duration Fixed Income ETF Trading Down 0.1%

NYSEARCA DFSD opened at $47.75 on Wednesday. The company has a 50 day moving average price of $47.84 and a 200 day moving average price of $47.99. Dimensional Short-Duration Fixed Income ETF has a 52 week low of $47.50 and a 52 week high of $48.51.

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.