55 North Private Wealth LLC Buys Shares of 865,677 Dimensional Short-Duration Fixed Income ETF $DFSD

55 North Private Wealth LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 865,677 shares of the company’s stock, valued at approximately $41,509,000. Dimensional Short-Duration Fixed Income ETF makes up about 10.9% of 55 North Private Wealth LLC’s investment portfolio, making the stock its 2nd largest position. 55 North Private Wealth LLC owned 0.68% of Dimensional Short-Duration Fixed Income ETF as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in DFSD. Focus Partners Advisor Solutions LLC increased 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 purchasing an additional 1,165,194 shares in the last quarter. Focus Partners Wealth increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 27.2% during the third quarter. Focus Partners Wealth now owns 4,685,892 shares of the company’s stock valued at $226,011,000 after acquiring an additional 1,002,627 shares in the last quarter. Root Financial Partners LLC increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 55.8% during the third quarter. Root Financial Partners LLC now owns 1,857,715 shares of the company’s stock valued at $89,523,000 after acquiring an additional 665,421 shares in the last quarter. Apella Capital LLC increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 17.9% during the third quarter. Apella Capital LLC now owns 4,002,899 shares of the company’s stock valued at $194,061,000 after acquiring an additional 606,441 shares in the last quarter. Finally, Vise Technologies Inc. bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the third quarter valued at approximately $28,869,000.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of DFSD opened at $48.21 on Monday. The firm has a 50 day moving average of $48.12 and a 200 day moving average of $48.14. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $47.33 and a twelve month high of $48.51.

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.