Belleair Asset Management LLC Purchases New Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Belleair Asset Management LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the fourth quarter, HoldingsChannel reports. The fund purchased 154,026 shares of the company’s stock, valued at approximately $7,386,000. Dimensional Short-Duration Fixed Income ETF comprises about 7.0% of Belleair Asset Management LLC’s investment portfolio, making the stock its 3rd biggest position.

A number of other institutional investors have also recently made changes to their positions in DFSD. Rachor Investment Advisory Services LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at about $67,486,000. Focus Partners Advisor Solutions LLC lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 29.9% in the 3rd quarter. Focus Partners Advisor Solutions LLC now owns 5,061,981 shares of the company’s stock valued at $244,071,000 after acquiring an additional 1,165,194 shares during the last quarter. Focus Partners Wealth lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 27.2% in the 3rd quarter. Focus Partners Wealth now owns 4,685,892 shares of the company’s stock valued at $226,011,000 after acquiring an additional 1,002,627 shares during the last quarter. 55 North Private Wealth LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at about $41,509,000. Finally, Financial Plan Inc. bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at about $37,411,000.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of DFSD opened at $47.89 on Friday. The business has a fifty day moving average of $48.05 and a 200 day moving average of $48.12. Dimensional Short-Duration Fixed Income ETF has a 52-week low of $47.41 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.