Bay Harbor Wealth Management LLC Has $9.75 Million Stock Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Bay Harbor Wealth Management LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 12.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 202,388 shares of the company’s stock after acquiring an additional 22,399 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises approximately 2.6% of Bay Harbor Wealth Management LLC’s holdings, making the stock its 16th largest holding. Bay Harbor Wealth Management LLC owned 0.18% of Dimensional Short-Duration Fixed Income ETF worth $9,753,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Red Lighthouse Investment Management LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF during the 2nd quarter worth about $35,000. Retirement Wealth Solutions LLC acquired a new stake in Dimensional Short-Duration Fixed Income ETF during the second quarter worth about $45,000. Physician Wealth Advisors Inc. increased its stake in Dimensional Short-Duration Fixed Income ETF by 29.5% during the second 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. NewEdge Advisors LLC bought a new position in Dimensional Short-Duration Fixed Income ETF during the first quarter valued at about $99,000. Finally, CENTRAL TRUST Co raised its holdings in Dimensional Short-Duration Fixed Income ETF by 476.9% in the 2nd quarter. CENTRAL TRUST Co now owns 3,750 shares of the company’s stock valued at $180,000 after acquiring an additional 3,100 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of NYSEARCA:DFSD opened at $47.92 on Friday. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $46.66 and a 1-year high of $48.50. The business’s 50 day moving average is $48.22 and its 200-day moving average is $48.12.

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.