Brady Martz Wealth Solutions LLC Has $14.42 Million Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Brady Martz Wealth Solutions LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 4.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 299,204 shares of the company’s stock after buying an additional 13,640 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises approximately 2.6% of Brady Martz Wealth Solutions LLC’s investment portfolio, making the stock its 8th biggest position. Brady Martz Wealth Solutions LLC owned about 0.27% of Dimensional Short-Duration Fixed Income ETF worth $14,419,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in DFSD. Red Lighthouse Investment Management LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 2nd quarter worth $35,000. Retirement Wealth Solutions LLC acquired a new position in Dimensional Short-Duration Fixed Income ETF in the second quarter valued at about $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 worth $81,000 after purchasing an additional 384 shares during the period. NewEdge Advisors LLC acquired a new stake in Dimensional Short-Duration Fixed Income ETF during the first quarter worth about $99,000. Finally, AdvisorNet Financial Inc grew its stake in Dimensional Short-Duration Fixed Income ETF by 9.7% during the third quarter. AdvisorNet Financial Inc now owns 2,788 shares of the company’s stock worth $134,000 after buying an additional 247 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of NYSEARCA:DFSD opened at $47.94 on Thursday. The firm has a 50 day moving average of $48.18 and a 200-day moving average of $48.13. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $46.66 and a 12 month high of $48.50.

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.