Financial Symmetry Inc Has $1.66 Million Position in Ulta-Short Fixed Income ETF (NYSEARCA:DUSB)

Financial Symmetry Inc grew its stake in Ulta-Short Fixed Income ETF (NYSEARCA:DUSB) by 195.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 32,749 shares of the company’s stock after purchasing an additional 21,663 shares during the quarter. Ulta-Short Fixed Income ETF makes up approximately 1.1% of Financial Symmetry Inc’s investment portfolio, making the stock its 16th largest holding. Financial Symmetry Inc’s holdings in Ulta-Short Fixed Income ETF were worth $1,656,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Aspect Partners LLC bought a new position in shares of Ulta-Short Fixed Income ETF in the fourth quarter valued at about $48,000. Lam Group Inc. increased its position in Ulta-Short Fixed Income ETF by 50.5% during the fourth quarter. Lam Group Inc. now owns 3,130 shares of the company’s stock worth $158,000 after acquiring an additional 1,050 shares during the period. Vestia Personal Wealth Advisors bought a new position in Ulta-Short Fixed Income ETF during the fourth quarter worth about $263,000. Flow Traders U.S. LLC bought a new position in Ulta-Short Fixed Income ETF during the third quarter worth about $595,000. Finally, Coston McIsaac & Partners increased its position in Ulta-Short Fixed Income ETF by 52,154.2% during the fourth quarter. Coston McIsaac & Partners now owns 30,830 shares of the company’s stock worth $1,559,000 after acquiring an additional 30,771 shares during the period.

Ulta-Short Fixed Income ETF Price Performance

NYSEARCA:DUSB opened at $50.70 on Wednesday. Ulta-Short Fixed Income ETF has a 52 week low of $50.42 and a 52 week high of $51.04. The firm’s 50-day simple moving average is $50.67 and its 200 day simple moving average is $50.73.

Ulta-Short Fixed Income ETF Company 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.