Dimensional Short-Duration Fixed Income ETF $DFSD Shares Bought by CogentBlue Wealth Advisors LLC

CogentBlue Wealth Advisors LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 67.4% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 68,576 shares of the company’s stock after buying an additional 27,615 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises 2.5% of CogentBlue Wealth Advisors LLC’s holdings, making the stock its 11th largest position. CogentBlue Wealth Advisors LLC owned 0.07% of Dimensional Short-Duration Fixed Income ETF worth $3,292,000 as of its most recent filing with the SEC.

A number of other large investors have also recently added to or reduced their stakes in the business. Aegis Wealth Management LLC raised its position in Dimensional Short-Duration Fixed Income ETF by 0.8% in the first quarter. Aegis Wealth Management LLC now owns 33,458 shares of the company’s stock valued at $1,590,000 after purchasing an additional 250 shares during the period. Sowell Financial Services LLC grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 0.6% during the first quarter. Sowell Financial Services LLC now owns 44,120 shares of the company’s stock worth $2,097,000 after buying an additional 252 shares during the last quarter. Samalin Investment Counsel LLC lifted its position in Dimensional Short-Duration Fixed Income ETF by 0.9% in the first quarter. Samalin Investment Counsel LLC now owns 32,823 shares of the company’s stock valued at $1,560,000 after purchasing an additional 305 shares during the period. Nwam LLC lifted its position in Dimensional Short-Duration Fixed Income ETF by 2.2% in the first quarter. Nwam LLC now owns 15,753 shares of the company’s stock valued at $749,000 after purchasing an additional 345 shares during the period. Finally, Dixon Fnancial Services Inc. lifted its position in Dimensional Short-Duration Fixed Income ETF by 3.8% in the first quarter. Dixon Fnancial Services Inc. now owns 9,961 shares of the company’s stock valued at $473,000 after purchasing an additional 365 shares during the period.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.0%

DFSD stock opened at $48.14 on Friday. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $46.66 and a 12-month high of $48.49. The firm has a 50 day moving average of $48.17 and a 200-day moving average of $47.82.

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.