Straight Path Wealth Management Has $5.16 Million Holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Straight Path Wealth Management raised its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 13.2% during the second quarter, according to its most recent filing with the SEC. The firm owned 109,881 shares of the company’s stock after purchasing an additional 12,805 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for approximately 2.7% of Straight Path Wealth Management’s portfolio, making the stock its 11th largest position. Straight Path Wealth Management owned 0.19% of Dimensional Short-Duration Fixed Income ETF worth $5,164,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of DFSD. Beaird Harris Wealth Management LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 5.6% in the second quarter. Beaird Harris Wealth Management LLC now owns 2,371,759 shares of the company’s stock valued at $111,473,000 after buying an additional 125,183 shares during the period. AQR Capital Management LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the 2nd quarter worth about $1,126,000. American Investment Services Inc. lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 31.9% in the 2nd quarter. American Investment Services Inc. now owns 31,910 shares of the company’s stock valued at $1,500,000 after purchasing an additional 7,713 shares during the period. Delap Wealth Advisory LLC boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 127.7% during the 2nd quarter. Delap Wealth Advisory LLC now owns 59,792 shares of the company’s stock valued at $2,810,000 after purchasing an additional 33,528 shares in the last quarter. Finally, Great Oak Capital Partners LLC grew its stake in Dimensional Short-Duration Fixed Income ETF by 38.8% during the second quarter. Great Oak Capital Partners LLC now owns 341,865 shares of the company’s stock worth $16,225,000 after purchasing an additional 95,643 shares during the period.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.2 %

Shares of DFSD stock opened at $47.78 on Friday. Dimensional Short-Duration Fixed Income ETF has a fifty-two week low of $46.11 and a fifty-two week high of $47.85. The stock has a 50 day simple moving average of $47.54 and a two-hundred day simple moving average of $47.18.

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.