Delap Wealth Advisory LLC Acquires 17,326 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD

Delap Wealth Advisory LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 23.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 92,577 shares of the company’s stock after acquiring an additional 17,326 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises approximately 2.1% of Delap Wealth Advisory LLC’s portfolio, making the stock its 13th biggest holding. Delap Wealth Advisory LLC owned approximately 0.09% of Dimensional Short-Duration Fixed Income ETF worth $4,445,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. CENTRAL TRUST Co bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the first quarter worth $31,000. Rossby Financial LCC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the first quarter worth $39,000. Retirement Wealth Solutions LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the second quarter worth $45,000. Physician Wealth Advisors Inc. increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 29.5% in the second quarter. Physician Wealth Advisors Inc. now owns 1,687 shares of the company’s stock worth $81,000 after purchasing an additional 384 shares during the period. Finally, NewEdge Advisors LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the first quarter worth $99,000.

Dimensional Short-Duration Fixed Income ETF Stock Up 0.1%

Dimensional Short-Duration Fixed Income ETF stock opened at $48.46 on Wednesday. Dimensional Short-Duration Fixed Income ETF has a fifty-two week low of $46.66 and a fifty-two week high of $48.49. The firm’s fifty day moving average price is $48.24 and its 200-day moving average price is $47.89.

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.