CPA Asset Management Group LLC Raises Position in Dimensional Short-Duration Fixed Income ETF $DFSD

CPA Asset Management Group LLC boosted its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 114.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 980,940 shares of the company’s stock after purchasing an additional 524,230 shares during the period. Dimensional Short-Duration Fixed Income ETF makes up approximately 13.5% of CPA Asset Management Group LLC’s holdings, making the stock its largest position. CPA Asset Management Group LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $46,840,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Vise Technologies Inc. lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 279.7% in the fourth quarter. Vise Technologies Inc. now owns 2,274,567 shares of the company’s stock valued at $109,065,000 after acquiring an additional 1,675,494 shares during the period. Rachor Investment Advisory Services LLC purchased a new position in Dimensional Short-Duration Fixed Income ETF in the fourth quarter worth about $67,486,000. 55 North Private Wealth LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 4th quarter valued at about $41,509,000. Financial Plan Inc. bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 4th quarter valued at about $37,411,000. Finally, Focus Partners Wealth increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 16.2% during the 4th quarter. Focus Partners Wealth now owns 5,445,744 shares of the company’s stock valued at $261,123,000 after purchasing an additional 759,852 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of NYSEARCA:DFSD opened at $47.45 on Monday. The firm’s 50 day moving average price is $47.64 and its 200-day moving average price is $47.90. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $47.15 and a twelve month high of $48.51.

About Dimensional Short-Duration Fixed Income ETF

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.