Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) Shares Bought by Northwest Wealth Management LLC

Northwest Wealth Management LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 90.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 284,233 shares of the company’s stock after acquiring an additional 135,367 shares during the period. Dimensional Short-Duration Fixed Income ETF makes up 2.8% of Northwest Wealth Management LLC’s portfolio, making the stock its 9th biggest position. Northwest Wealth Management LLC owned about 0.49% of Dimensional Short-Duration Fixed Income ETF worth $13,325,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Merit Financial Group LLC acquired a new stake in Dimensional Short-Duration Fixed Income ETF during the 4th quarter valued at $211,000. AdvisorNet Financial Inc grew its holdings in Dimensional Short-Duration Fixed Income ETF by 31.4% during the 4th quarter. AdvisorNet Financial Inc now owns 1,710 shares of the company’s stock valued at $80,000 after purchasing an additional 409 shares in the last quarter. HighTower Advisors LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF by 2.7% during the 3rd quarter. HighTower Advisors LLC now owns 1,636,535 shares of the company’s stock valued at $78,135,000 after purchasing an additional 42,663 shares in the last quarter. Global Retirement Partners LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF by 30.7% during the 4th quarter. Global Retirement Partners LLC now owns 1,650 shares of the company’s stock valued at $77,000 after purchasing an additional 388 shares in the last quarter. Finally, Altiora Financial Group LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF by 37.9% during the 3rd quarter. Altiora Financial Group LLC now owns 733,706 shares of the company’s stock valued at $35,027,000 after purchasing an additional 201,611 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Up 0.1 %

DFSD opened at $47.40 on Friday. The company has a fifty day simple moving average of $47.14 and a 200 day simple moving average of $47.31. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.61 and a twelve month high of $47.85.

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.