Wheelhouse Advisory Group LLC Buys 153,714 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD

Wheelhouse Advisory Group LLC boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 24.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 771,244 shares of the company’s stock after buying an additional 153,714 shares during the quarter. Dimensional Short-Duration Fixed Income ETF accounts for about 10.4% of Wheelhouse Advisory Group LLC’s holdings, making the stock its biggest holding. Wheelhouse Advisory Group LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $36,827,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also made changes to their positions in the company. Safeguard Investment Advisory Group LLC raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 7,351.8% in the 2nd quarter. Safeguard Investment Advisory Group LLC now owns 1,773,148 shares of the company’s stock valued at $84,668,000 after acquiring an additional 1,749,353 shares during the period. Vise Technologies Inc. lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 279.7% in the 4th quarter. Vise Technologies Inc. now owns 2,274,567 shares of the company’s stock worth $109,065,000 after acquiring an additional 1,675,494 shares during the last quarter. Greenspring Advisors LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF during the 2nd quarter worth approximately $58,754,000. Focus Partners Wealth boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 16.2% during the 4th quarter. Focus Partners Wealth now owns 5,445,744 shares of the company’s stock worth $261,123,000 after purchasing an additional 759,852 shares during the period. Finally, Apella Capital LLC increased its holdings in Dimensional Short-Duration Fixed Income ETF by 16.3% in the 1st quarter. Apella Capital LLC now owns 5,246,327 shares of the company’s stock valued at $252,925,000 after purchasing an additional 736,646 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.1%

Dimensional Short-Duration Fixed Income ETF stock opened at $47.22 on Friday. Dimensional Short-Duration Fixed Income ETF has a fifty-two week low of $47.14 and a fifty-two week high of $48.51. The firm has a 50 day moving average price of $47.46 and a 200 day moving average price of $47.79.

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.