Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) is Shira Ridge Wealth Management’s 6th Largest Position

Shira Ridge Wealth Management increased its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 55.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 180,705 shares of the company’s stock after acquiring an additional 64,454 shares during the period. Dimensional Short-Duration Fixed Income ETF makes up approximately 4.1% of Shira Ridge Wealth Management’s investment portfolio, making the stock its 6th biggest position. Shira Ridge Wealth Management owned 0.31% of Dimensional Short-Duration Fixed Income ETF worth $8,471,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in DFSD. Ashton Thomas Private Wealth LLC bought a new stake in Dimensional Short-Duration Fixed Income ETF in the second quarter worth $62,000. AdvisorNet Financial Inc raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 31.4% in the fourth quarter. AdvisorNet Financial Inc now owns 1,710 shares of the company’s stock worth $80,000 after buying an additional 409 shares during the period. Aptus Capital Advisors LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the third quarter worth $97,000. Aspect Partners LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the third quarter worth about $146,000. Finally, Builder Investment Group Inc. ADV purchased a new position in Dimensional Short-Duration Fixed Income ETF in the 3rd quarter worth about $202,000.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of DFSD stock opened at $46.74 on Tuesday. The company’s 50-day simple moving average is $47.13 and its two-hundred day simple moving average is $47.34. Dimensional Short-Duration Fixed Income ETF has a one year low of $46.61 and a one year high of $47.85.

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.