CogentBlue Wealth Advisors LLC Increases Stock Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

CogentBlue Wealth Advisors LLC increased its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 31.7% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 90,282 shares of the company’s stock after buying an additional 21,706 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises approximately 3.0% of CogentBlue Wealth Advisors LLC’s portfolio, making the stock its 10th biggest position. CogentBlue Wealth Advisors LLC owned about 0.08% of Dimensional Short-Duration Fixed Income ETF worth $4,351,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of DFSD. Red Lighthouse Investment Management LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 2nd quarter valued at about $35,000. Retirement Wealth Solutions LLC bought a new position in Dimensional Short-Duration Fixed Income ETF during the second quarter valued at approximately $45,000. Physician Wealth Advisors Inc. lifted its position 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 purchasing an additional 384 shares during the period. NewEdge Advisors LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF in the first quarter worth approximately $99,000. Finally, AdvisorNet Financial Inc grew its position in Dimensional Short-Duration Fixed Income ETF by 9.7% in the 3rd quarter. AdvisorNet Financial Inc now owns 2,788 shares of the company’s stock worth $134,000 after purchasing an additional 247 shares during the period.

Dimensional Short-Duration Fixed Income ETF Trading Down 0.0%

Shares of DFSD opened at $47.87 on Wednesday. The firm has a fifty day simple moving average of $48.19 and a two-hundred day simple moving average of $48.13. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $46.66 and a 1-year high of $48.50.

About Dimensional Short-Duration Fixed Income ETF

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.