Envestnet Portfolio Solutions Inc. Has $5.52 Million Stock Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Envestnet Portfolio Solutions Inc. increased its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 43.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 115,006 shares of the company’s stock after acquiring an additional 34,892 shares during the quarter. Envestnet Portfolio Solutions Inc. owned about 0.11% of Dimensional Short-Duration Fixed Income ETF worth $5,521,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the company. Aegis Wealth Management LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 0.8% in the first quarter. Aegis Wealth Management LLC now owns 33,458 shares of the company’s stock valued at $1,590,000 after buying an additional 250 shares during the period. Sowell Financial Services LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 0.6% in the first quarter. Sowell Financial Services LLC now owns 44,120 shares of the company’s stock valued at $2,097,000 after buying an additional 252 shares during the period. Samalin Investment Counsel LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 0.9% in the first quarter. Samalin Investment Counsel LLC now owns 32,823 shares of the company’s stock valued at $1,560,000 after buying an additional 305 shares during the period. Nwam LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 2.2% in the first quarter. Nwam LLC now owns 15,753 shares of the company’s stock valued at $749,000 after buying an additional 345 shares during the period. Finally, Dixon Fnancial Services Inc. raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 3.8% during the first quarter. Dixon Fnancial Services Inc. now owns 9,961 shares of the company’s stock worth $473,000 after purchasing an additional 365 shares during the period.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of Dimensional Short-Duration Fixed Income ETF stock opened at $48.46 on Wednesday. The business’s 50 day simple moving average is $48.24 and its 200 day simple moving average is $47.89. Dimensional Short-Duration Fixed Income ETF has a 52-week low of $46.66 and a 52-week high of $48.49.

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.