Live Oak Private Wealth LLC Buys 32,508 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD

Live Oak Private Wealth LLC boosted its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 43.8% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 106,670 shares of the company’s stock after purchasing an additional 32,508 shares during the quarter. Live Oak Private Wealth LLC owned about 0.09% of Dimensional Short-Duration Fixed Income ETF worth $5,140,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Security Financial Services INC. increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 5.2% in the third quarter. Security Financial Services INC. now owns 4,964 shares of the company’s stock worth $239,000 after purchasing an additional 245 shares during the last quarter. AdvisorNet Financial Inc grew its holdings in Dimensional Short-Duration Fixed Income ETF by 9.7% during the 3rd quarter. AdvisorNet Financial Inc now owns 2,788 shares of the company’s stock valued at $134,000 after buying an additional 247 shares in the last quarter. IFG Advisory LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF by 2.8% during the 2nd quarter. IFG Advisory LLC now owns 11,551 shares of the company’s stock valued at $555,000 after buying an additional 320 shares in the last quarter. Foundations Investment Advisors LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 3.2% in the 2nd quarter. Foundations Investment Advisors LLC now owns 11,159 shares of the company’s stock worth $536,000 after acquiring an additional 345 shares during the last quarter. Finally, Physician Wealth Advisors Inc. increased its stake in Dimensional Short-Duration Fixed Income ETF by 29.5% in the 2nd quarter. Physician Wealth Advisors Inc. now owns 1,687 shares of the company’s stock worth $81,000 after acquiring an additional 384 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.1%

NYSEARCA DFSD opened at $47.98 on Monday. Dimensional Short-Duration Fixed Income ETF has a one year low of $46.66 and a one year high of $48.50. The stock has a 50 day moving average price of $48.16 and a 200-day moving average price of $48.14.

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.