HB Wealth Management LLC Reduces Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

HB Wealth Management LLC reduced its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 7.4% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 8,754 shares of the company’s stock after selling 703 shares during the period. HB Wealth Management LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $420,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. CENTRAL TRUST Co purchased a new stake in Dimensional Short-Duration Fixed Income ETF in the first quarter valued at approximately $31,000. Rossby Financial LCC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF during the first quarter worth approximately $39,000. Retirement Wealth Solutions LLC acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF in the 2nd quarter valued at $45,000. Physician Wealth Advisors Inc. increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 29.5% in the 2nd quarter. Physician Wealth Advisors Inc. now owns 1,687 shares of the company’s stock valued at $81,000 after acquiring an additional 384 shares during the period. Finally, NewEdge Advisors LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF in the 1st quarter valued at $99,000.

Dimensional Short-Duration Fixed Income ETF Trading Down 0.1%

Shares of NYSEARCA:DFSD opened at $48.26 on Monday. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $46.66 and a 1-year high of $48.49. The firm has a fifty day moving average price of $48.20 and a 200 day moving average price of $47.86.

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.