34,997 Shares in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) Purchased by Dopkins Wealth Management LLC

Dopkins Wealth Management LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 34,997 shares of the company’s stock, valued at approximately $1,641,000. Dimensional Short-Duration Fixed Income ETF comprises about 0.8% of Dopkins Wealth Management LLC’s investment portfolio, making the stock its 26th largest position. Dopkins Wealth Management LLC owned 0.06% of Dimensional Short-Duration Fixed Income ETF as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Rialto Wealth Management LLC acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF during the 4th quarter worth about $26,000. Red Lighthouse Investment Management LLC acquired a new stake in Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at about $34,000. Global Retirement Partners LLC raised its holdings in Dimensional Short-Duration Fixed Income ETF by 30.7% in the 4th quarter. Global Retirement Partners LLC now owns 1,650 shares of the company’s stock valued at $77,000 after acquiring an additional 388 shares during the last quarter. Jones Financial Companies Lllp grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 64.0% in the 4th quarter. Jones Financial Companies Lllp now owns 1,640 shares of the company’s stock valued at $77,000 after buying an additional 640 shares during the period. Finally, AdvisorNet Financial Inc grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 31.4% in the 4th quarter. AdvisorNet Financial Inc now owns 1,710 shares of the company’s stock valued at $80,000 after buying an additional 409 shares during the period.

Dimensional Short-Duration Fixed Income ETF Price Performance

Dimensional Short-Duration Fixed Income ETF stock opened at $47.37 on Tuesday. The firm has a 50 day simple moving average of $47.17 and a 200-day simple moving average of $47.31. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $46.61 and a 1-year high of $47.85.

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.