Shira Ridge Wealth Management Decreases Holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Shira Ridge Wealth Management trimmed its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 5.7% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 46,508 shares of the company’s stock after selling 2,833 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for about 1.3% of Shira Ridge Wealth Management’s holdings, making the stock its 22nd biggest holding. Shira Ridge Wealth Management owned approximately 0.15% of Dimensional Short-Duration Fixed Income ETF worth $2,188,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in DFSD. PNC Financial Services Group Inc. acquired a new position in Dimensional Short-Duration Fixed Income ETF in the 3rd quarter worth $63,000. Mather Group LLC. acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 1st quarter valued at about $71,000. CWM LLC raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 259.8% in the 4th quarter. CWM LLC now owns 1,799 shares of the company’s stock valued at $85,000 after purchasing an additional 1,299 shares in the last quarter. Principal Securities Inc. acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at about $102,000. Finally, AdvisorNet Financial Inc raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 72.7% in the 4th quarter. AdvisorNet Financial Inc now owns 2,216 shares of the company’s stock valued at $104,000 after purchasing an additional 933 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

DFSD traded up $0.05 on Tuesday, hitting $47.05. 415,787 shares of the company’s stock were exchanged, compared to its average volume of 349,283. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.11 and a twelve month high of $47.19. The stock has a fifty day moving average of $46.97 and a two-hundred day moving average of $46.96.

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.