Porter White Investment Advisors Inc. Acquires 6,757 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD

Porter White Investment Advisors Inc. boosted its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 16.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 49,004 shares of the company’s stock after buying an additional 6,757 shares during the period. Dimensional Short-Duration Fixed Income ETF makes up 1.1% of Porter White Investment Advisors Inc.’s holdings, making the stock its 14th biggest holding. Porter White Investment Advisors Inc.’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $2,353,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Aegis Wealth Management LLC lifted its holdings 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 buying an additional 250 shares during the period. Sowell Financial Services LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 0.6% in the first quarter. Sowell Financial Services LLC now owns 44,120 shares of the company’s stock valued at $2,097,000 after purchasing an additional 252 shares in the last quarter. Samalin Investment Counsel LLC increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 0.9% during the first quarter. Samalin Investment Counsel LLC now owns 32,823 shares of the company’s stock worth $1,560,000 after acquiring an additional 305 shares in the last quarter. Nwam LLC increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 2.2% during the first quarter. Nwam LLC now owns 15,753 shares of the company’s stock worth $749,000 after acquiring an additional 345 shares in the last quarter. Finally, Dixon Fnancial Services Inc. boosted its holdings in Dimensional Short-Duration Fixed Income ETF by 3.8% during the first quarter. Dixon Fnancial Services Inc. now owns 9,961 shares of the company’s stock worth $473,000 after purchasing an additional 365 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

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

Dimensional Short-Duration Fixed Income ETF Company 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.