Forthright Family Wealth Advisory LLC Has $744,000 Stock Holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Forthright Family Wealth Advisory LLC trimmed its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 10.0% during the third quarter, HoldingsChannel reports. The fund owned 15,672 shares of the company’s stock after selling 1,738 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises about 0.5% of Forthright Family Wealth Advisory LLC’s investment portfolio, making the stock its 29th largest position. Forthright Family Wealth Advisory LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $744,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Private Advisor Group LLC increased its position in Dimensional Short-Duration Fixed Income ETF by 33.2% during the 3rd quarter. Private Advisor Group LLC now owns 82,380 shares of the company’s stock worth $3,933,000 after purchasing an additional 20,522 shares in the last quarter. Envestnet Asset Management Inc. grew its stake in Dimensional Short-Duration Fixed Income ETF by 18.5% in the 2nd quarter. Envestnet Asset Management Inc. now owns 1,254,049 shares of the company’s stock worth $58,940,000 after buying an additional 195,917 shares in the last quarter. Passive Capital Management LLC. lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 87.5% in the 2nd quarter. Passive Capital Management LLC. now owns 62,194 shares of the company’s stock worth $2,923,000 after acquiring an additional 29,025 shares during the last quarter. Strategic Investment Solutions Inc. IL bought a new stake in Dimensional Short-Duration Fixed Income ETF during the 2nd quarter valued at $1,192,000. Finally, American Investment Services Inc. raised its holdings in Dimensional Short-Duration Fixed Income ETF by 31.9% during the 2nd quarter. American Investment Services Inc. now owns 31,910 shares of the company’s stock valued at $1,500,000 after buying an additional 7,713 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.0 %

Dimensional Short-Duration Fixed Income ETF stock traded down $0.01 during mid-day trading on Friday, reaching $47.36. 35,726 shares of the company traded hands, compared to its average volume of 351,727. The firm’s 50 day moving average price is $47.37 and its 200 day moving average price is $47.35. Dimensional Short-Duration Fixed Income ETF has a 52-week low of $46.61 and a 52-week high of $47.85.

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.