Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) is White Wing Wealth Management’s 8th Largest Position

White Wing Wealth Management lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 9.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 133,876 shares of the company’s stock after buying an additional 11,048 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises 4.7% of White Wing Wealth Management’s investment portfolio, making the stock its 8th biggest holding. White Wing Wealth Management owned approximately 0.23% of Dimensional Short-Duration Fixed Income ETF worth $6,276,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Global Retirement Partners LLC raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 30.7% during the 4th quarter. Global Retirement Partners LLC now owns 1,650 shares of the company’s stock worth $77,000 after buying an additional 388 shares in the last quarter. AdvisorNet Financial Inc grew its holdings in shares of 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 worth $80,000 after acquiring an additional 409 shares during the period. Aptus Capital Advisors LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 3rd quarter worth approximately $97,000. MilWealth Group LLC grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 636.1% in the 4th quarter. MilWealth Group LLC now owns 4,277 shares of the company’s stock worth $201,000 after acquiring an additional 3,696 shares during the period. Finally, Merit Financial Group LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 4th quarter worth approximately $211,000.

Dimensional Short-Duration Fixed Income ETF Stock Performance

DFSD opened at $47.11 on Friday. The stock’s 50 day simple moving average is $47.01 and its 200 day simple moving average is $47.32. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $46.61 and a 1-year 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.