Shira Ridge Wealth Management Grows Stock Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Shira Ridge Wealth Management raised its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 4.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 296,404 shares of the company’s stock after acquiring an additional 13,174 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up approximately 4.9% of Shira Ridge Wealth Management’s investment portfolio, making the stock its 5th largest position. Shira Ridge Wealth Management owned 0.20% of Dimensional Short-Duration Fixed Income ETF worth $14,153,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in DFSD. VSM Wealth Advisory LLC acquired a new position in Dimensional Short-Duration Fixed Income ETF during the 4th quarter worth approximately $50,000. Advisory Services Network LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the third quarter worth $59,000. Topsail Wealth Management LLC acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF during the first quarter worth $92,000. NewEdge Advisors LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the 1st quarter valued at $99,000. Finally, National Bank of Canada FI lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 154.9% in the 3rd quarter. National Bank of Canada FI now owns 2,182 shares of the company’s stock valued at $105,000 after acquiring an additional 1,326 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

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

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.