Dimensional Short-Duration Fixed Income ETF $DFSD Shares Purchased by CPA Asset Management Group LLC

CPA Asset Management Group LLC grew its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 61.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 456,710 shares of the company’s stock after acquiring an additional 173,626 shares during the quarter. Dimensional Short-Duration Fixed Income ETF accounts for about 7.3% of CPA Asset Management Group LLC’s holdings, making the stock its 3rd largest position. CPA Asset Management Group LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $21,867,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of DFSD. Williams & Novak LLC increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 1.4% during the fourth quarter. Williams & Novak LLC now owns 16,648 shares of the company’s stock valued at $798,000 after purchasing an additional 234 shares during the period. TCI Wealth Advisors Inc. raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 0.4% in the fourth quarter. TCI Wealth Advisors Inc. now owns 54,343 shares of the company’s stock valued at $2,606,000 after purchasing an additional 237 shares in the last quarter. Washington Trust Advisors Inc. lifted its position in Dimensional Short-Duration Fixed Income ETF by 1.2% in the fourth quarter. Washington Trust Advisors Inc. now owns 20,289 shares of the company’s stock worth $973,000 after purchasing an additional 250 shares during the period. Security Financial Services INC. lifted its position in Dimensional Short-Duration Fixed Income ETF by 5.2% in the fourth quarter. Security Financial Services INC. now owns 5,222 shares of the company’s stock worth $250,000 after purchasing an additional 258 shares during the period. Finally, Silver Oak Securities Incorporated boosted its stake in Dimensional Short-Duration Fixed Income ETF by 4.7% during the fourth quarter. Silver Oak Securities Incorporated now owns 5,996 shares of the company’s stock worth $288,000 after buying an additional 271 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of Dimensional Short-Duration Fixed Income ETF stock opened at $47.71 on Friday. The company’s fifty day moving average price is $47.78 and its two-hundred day moving average price is $47.97. Dimensional Short-Duration Fixed Income ETF has a 52-week low of $47.50 and a 52-week high of $48.51.

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.