SC&H Financial Advisors Inc. Boosts Stake in Dimensional Short-Duration Fixed Income ETF $DFSD

SC&H Financial Advisors Inc. lifted its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 34.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 425,472 shares of the company’s stock after acquiring an additional 108,378 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for about 3.2% of SC&H Financial Advisors Inc.’s investment portfolio, making the stock its 11th largest holding. SC&H Financial Advisors Inc. owned about 0.34% of Dimensional Short-Duration Fixed Income ETF worth $20,401,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in DFSD. Sowell Financial Services LLC grew its stake in Dimensional Short-Duration Fixed Income ETF by 22.3% in the fourth quarter. Sowell Financial Services LLC now owns 71,678 shares of the company’s stock worth $3,437,000 after purchasing an additional 13,079 shares during the period. Austin Private Wealth LLC lifted its position in Dimensional Short-Duration Fixed Income ETF by 12.5% during the fourth quarter. Austin Private Wealth LLC now owns 55,493 shares of the company’s stock valued at $2,661,000 after buying an additional 6,155 shares during the period. HBE Wealth Management LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 4th quarter valued at $8,828,000. Pine Harbor Wealth Management LLC boosted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 20.1% during the 4th quarter. Pine Harbor Wealth Management LLC now owns 319,594 shares of the company’s stock valued at $15,325,000 after buying an additional 53,453 shares in the last quarter. Finally, Savvy Advisors Inc. grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 57.8% in the 4th quarter. Savvy Advisors Inc. now owns 32,461 shares of the company’s stock worth $1,556,000 after buying an additional 11,893 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of Dimensional Short-Duration Fixed Income ETF stock opened at $47.93 on Monday. The company has a 50-day moving average of $48.14 and a 200 day moving average of $48.15. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $46.85 and a 1 year 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.