Ultra-Short Fixed Income ETF $DUSB Shares Acquired by Root Financial Partners LLC

Root Financial Partners LLC boosted its position in Ultra-Short Fixed Income ETF (NYSEARCA:DUSB) by 17.8% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,514,370 shares of the company’s stock after purchasing an additional 229,096 shares during the quarter. Ultra-Short Fixed Income ETF comprises about 3.6% of Root Financial Partners LLC’s portfolio, making the stock its 8th biggest holding. Root Financial Partners LLC’s holdings in Ultra-Short Fixed Income ETF were worth $76,794,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in DUSB. Cary Street Partners Investment Advisory LLC bought a new position in Ultra-Short Fixed Income ETF during the 4th quarter worth $25,000. Lam Group Inc. bought a new stake in shares of Ultra-Short Fixed Income ETF in the first quarter valued at about $42,000. EverSource Wealth Advisors LLC bought a new stake in shares of Ultra-Short Fixed Income ETF in the fourth quarter valued at about $212,000. VSM Wealth Advisory LLC grew its stake in shares of Ultra-Short Fixed Income ETF by 13.3% in the third quarter. VSM Wealth Advisory LLC now owns 5,487 shares of the company’s stock valued at $279,000 after acquiring an additional 646 shares in the last quarter. Finally, Curio Wealth LLC grew its stake in shares of Ultra-Short Fixed Income ETF by 18.0% in the fourth quarter. Curio Wealth LLC now owns 12,144 shares of the company’s stock valued at $615,000 after acquiring an additional 1,856 shares in the last quarter.

Ultra-Short Fixed Income ETF Price Performance

NYSEARCA:DUSB opened at $50.78 on Thursday. Ultra-Short Fixed Income ETF has a 52 week low of $50.55 and a 52 week high of $50.91. The firm’s 50-day simple moving average is $50.79 and its 200 day simple moving average is $50.76.

Ultra-Short Fixed Income ETF Profile

The Dimensional Ultrashort Fixed Income ETF (DUSB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed, investing in a broad portfolio of US investment-grade securities. The fund targets a dollar weighted average portfolio maturity of less than one year DUSB was launched on Sep 26, 2023 and is issued by Dimensional.