Kondo Wealth Advisors Inc. Has $13.41 Million Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Kondo Wealth Advisors Inc. lifted its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 5.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 278,326 shares of the company’s stock after purchasing an additional 13,899 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises approximately 5.4% of Kondo Wealth Advisors Inc.’s portfolio, making the stock its 7th largest holding. Kondo Wealth Advisors Inc. owned approximately 0.24% of Dimensional Short-Duration Fixed Income ETF worth $13,413,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in DFSD. Thrivent Financial for Lutherans purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF during the second quarter worth approximately $2,224,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 24.2% during the 3rd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 120,348 shares of the company’s stock valued at $5,800,000 after purchasing an additional 23,454 shares during the last quarter. Gradient Capital Advisors LLC raised its position in Dimensional Short-Duration Fixed Income ETF by 9.0% in the 3rd quarter. Gradient Capital Advisors LLC now owns 222,452 shares of the company’s stock worth $10,720,000 after purchasing an additional 18,281 shares during the period. CogentBlue Wealth Advisors LLC raised its position in Dimensional Short-Duration Fixed Income ETF by 31.7% in the 3rd quarter. CogentBlue Wealth Advisors LLC now owns 90,282 shares of the company’s stock worth $4,351,000 after purchasing an additional 21,706 shares during the period. Finally, Baker Tilly Wealth Management LLC bought a new stake in Dimensional Short-Duration Fixed Income ETF in the third quarter worth $2,532,000.

Dimensional Short-Duration Fixed Income ETF Stock Performance

NYSEARCA DFSD opened at $48.11 on Thursday. The company has a 50-day simple moving average of $48.05 and a two-hundred day simple moving average of $48.16. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $46.85 and a 12-month high of $48.50.

About Dimensional Short-Duration Fixed Income ETF

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.