HBE Wealth Management LLC Buys New Stake in Dimensional Short-Duration Fixed Income ETF $DFSD

HBE Wealth Management LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 184,116 shares of the company’s stock, valued at approximately $8,828,000. Dimensional Short-Duration Fixed Income ETF makes up 8.3% of HBE Wealth Management LLC’s holdings, making the stock its 4th largest holding. HBE Wealth Management LLC owned 0.15% of Dimensional Short-Duration Fixed Income ETF at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Focus Partners Advisor Solutions LLC boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 29.9% during the third quarter. Focus Partners Advisor Solutions LLC now owns 5,061,981 shares of the company’s stock valued at $244,071,000 after acquiring an additional 1,165,194 shares during the last quarter. Focus Partners Wealth raised its stake in Dimensional Short-Duration Fixed Income ETF by 27.2% in the 3rd quarter. Focus Partners Wealth now owns 4,685,892 shares of the company’s stock valued at $226,011,000 after purchasing an additional 1,002,627 shares during the last quarter. Root Financial Partners LLC raised its stake in Dimensional Short-Duration Fixed Income ETF by 55.8% in the 3rd quarter. Root Financial Partners LLC now owns 1,857,715 shares of the company’s stock valued at $89,523,000 after purchasing an additional 665,421 shares during the last quarter. Apella Capital LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 17.9% in the 3rd quarter. Apella Capital LLC now owns 4,002,899 shares of the company’s stock valued at $194,061,000 after purchasing an additional 606,441 shares in the last quarter. Finally, Vise Technologies Inc. purchased a new position in Dimensional Short-Duration Fixed Income ETF in the 3rd quarter valued at about $28,869,000.

Dimensional Short-Duration Fixed Income ETF Price Performance

Dimensional Short-Duration Fixed Income ETF stock opened at $47.93 on Friday. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $46.85 and a 12-month high of $48.51. The firm’s 50-day moving average is $48.14 and its two-hundred day moving average is $48.15.

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.