JDH Wealth Management LLC Has $1.03 Million Stock Position in Dimensional Short-Duration Fixed Income ETF $DFSD

JDH Wealth Management LLC grew its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 46.8% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 21,393 shares of the company’s stock after acquiring an additional 6,822 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises approximately 0.8% of JDH Wealth Management LLC’s portfolio, making the stock its 25th largest position. JDH Wealth Management LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $1,027,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Red Lighthouse Investment Management LLC acquired a new position in Dimensional Short-Duration Fixed Income ETF in the 2nd quarter worth $35,000. Rossby Financial LCC acquired a new position in Dimensional Short-Duration Fixed Income ETF in the 1st quarter worth $39,000. Retirement Wealth Solutions LLC acquired a new position in Dimensional Short-Duration Fixed Income ETF in the 2nd quarter worth $45,000. Physician Wealth Advisors Inc. boosted its stake in Dimensional Short-Duration Fixed Income ETF by 29.5% in the 2nd quarter. Physician Wealth Advisors Inc. now owns 1,687 shares of the company’s stock worth $81,000 after purchasing an additional 384 shares during the period. Finally, NewEdge Advisors LLC acquired a new position in Dimensional Short-Duration Fixed Income ETF in the 1st quarter worth $99,000.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.0%

Shares of NYSEARCA DFSD opened at $48.33 on Wednesday. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $46.66 and a 1-year high of $48.50. The company has a fifty day moving average price of $48.29 and a 200 day moving average price of $47.96.

Dimensional Short-Duration Fixed Income ETF 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.