Dimensional Short-Duration Fixed Income ETF $DFSD is Curio Wealth LLC’s 2nd Largest Position

Curio Wealth LLC lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 14.6% in the 4th quarter, Holdings Channel reports. The institutional investor owned 930,407 shares of the company’s stock after acquiring an additional 118,680 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up about 15.8% of Curio Wealth LLC’s investment portfolio, making the stock its 2nd biggest position. Curio Wealth LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $44,604,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. VSM Wealth Advisory LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 4th quarter worth approximately $50,000. Advisory Services Network LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 3rd quarter worth approximately $59,000. Tradewinds Capital Management LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 4th quarter worth approximately $81,000. NewEdge Advisors LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 1st quarter worth approximately $99,000. Finally, National Bank of Canada FI lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 154.9% during the 3rd quarter. National Bank of Canada FI now owns 2,182 shares of the company’s stock worth $105,000 after buying an additional 1,326 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of NYSEARCA:DFSD opened at $47.86 on Friday. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $47.50 and a twelve month high of $48.51. The firm has a 50 day simple moving average of $47.89 and a 200-day simple moving average of $48.04.

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.