David Wealth Management LLC Invests $16.53 Million in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

David Wealth Management LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 352,505 shares of the company’s stock, valued at approximately $16,525,000. Dimensional Short-Duration Fixed Income ETF accounts for about 13.6% of David Wealth Management LLC’s portfolio, making the stock its 3rd largest position. David Wealth Management LLC owned about 0.60% of Dimensional Short-Duration Fixed Income ETF as of its most recent filing with the SEC.

Other large investors have also recently made changes to their positions in the company. Apollon Wealth Management LLC lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 0.4% during the third quarter. Apollon Wealth Management LLC now owns 64,670 shares of the company’s stock worth $3,087,000 after purchasing an additional 264 shares in the last quarter. Seaside Wealth Management Inc. increased its holdings in Dimensional Short-Duration Fixed Income ETF by 5.5% during the 3rd quarter. Seaside Wealth Management Inc. now owns 5,907 shares of the company’s stock worth $282,000 after purchasing an additional 308 shares during the period. AdvisorNet Financial Inc raised its position in Dimensional Short-Duration Fixed Income ETF by 31.4% in the 4th quarter. AdvisorNet Financial Inc now owns 1,710 shares of the company’s stock valued at $80,000 after purchasing an additional 409 shares in the last quarter. HFG Wealth Management LLC raised its holdings in Dimensional Short-Duration Fixed Income ETF by 3.9% in the fourth quarter. HFG Wealth Management LLC now owns 13,507 shares of the company’s stock valued at $645,000 after acquiring an additional 502 shares in the last quarter. Finally, USAdvisors Wealth Management LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 3.1% in the fourth quarter. USAdvisors Wealth Management LLC now owns 18,357 shares of the company’s stock worth $860,000 after acquiring an additional 558 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of NYSEARCA:DFSD opened at $47.18 on Wednesday. The company’s 50 day moving average is $47.04 and its two-hundred day moving average is $47.33. Dimensional Short-Duration Fixed Income ETF has a 52 week low of $46.61 and a 52 week high of $47.85.

Dimensional Short-Duration Fixed Income ETF Company 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.