EverSource Wealth Advisors LLC Raises Stock Position in Dimensional Short-Duration Fixed Income ETF $DFSD

EverSource Wealth Advisors LLC boosted its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 25.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 194,371 shares of the company’s stock after purchasing an additional 39,105 shares during the quarter. EverSource Wealth Advisors LLC owned about 0.17% of Dimensional Short-Duration Fixed Income ETF worth $9,367,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of the company. Washington Trust Advisors Inc. increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 298.5% in the third quarter. Washington Trust Advisors Inc. now owns 20,039 shares of the company’s stock worth $966,000 after purchasing an additional 15,010 shares during the period. Babb Wealth Advisors LLC grew its position in Dimensional Short-Duration Fixed Income ETF by 11.8% during the third quarter. Babb Wealth Advisors LLC now owns 93,829 shares of the company’s stock worth $4,522,000 after buying an additional 9,913 shares in the last quarter. Geometric Wealth Advisors increased its stake in Dimensional Short-Duration Fixed Income ETF by 29.5% in the 3rd quarter. Geometric Wealth Advisors now owns 25,743 shares of the company’s stock worth $1,241,000 after acquiring an additional 5,868 shares during the last quarter. OneDigital Investment Advisors LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 5.5% in the 3rd quarter. OneDigital Investment Advisors LLC now owns 3,235,923 shares of the company’s stock valued at $155,939,000 after acquiring an additional 167,635 shares in the last quarter. Finally, Advyzon Investment Management LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 85.2% in the 3rd quarter. Advyzon Investment Management LLC now owns 9,655 shares of the company’s stock valued at $465,000 after acquiring an additional 4,443 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of NYSEARCA DFSD opened at $48.43 on Tuesday. The business has a 50-day moving average of $48.08 and a 200-day moving average of $48.18. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $46.85 and a 12 month 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.