4,107 Shares in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) Bought by EP Wealth Advisors LLC

EP Wealth Advisors LLC bought a new position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 4,107 shares of the company’s stock, valued at approximately $193,000.

A number of other large investors also recently modified their holdings of the company. Spire Wealth Management lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 5.6% in the 4th quarter. Spire Wealth Management now owns 7,028 shares of the company’s stock worth $330,000 after purchasing an additional 370 shares in the last quarter. TCP Asset Management LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 1.7% during the 4th quarter. TCP Asset Management LLC now owns 25,949 shares of the company’s stock valued at $1,220,000 after acquiring an additional 429 shares in the last quarter. WorthPointe LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 7.9% during the 4th quarter. WorthPointe LLC now owns 6,368 shares of the company’s stock valued at $299,000 after acquiring an additional 467 shares in the last quarter. Helen Stephens Group LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 9.7% during the 4th quarter. Helen Stephens Group LLC now owns 5,505 shares of the company’s stock valued at $259,000 after acquiring an additional 485 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. lifted its stake in Dimensional Short-Duration Fixed Income ETF by 1.1% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 47,483 shares of the company’s stock valued at $2,232,000 after acquiring an additional 524 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of NYSEARCA:DFSD opened at $47.01 on Friday. The stock’s fifty day simple moving average is $46.92 and its two-hundred day simple moving average is $46.96. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $46.11 and a 1-year high of $47.19.

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.