Pine Harbor Wealth Management LLC Increases Stock Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Pine Harbor Wealth Management LLC increased its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 15.3% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 368,343 shares of the company’s stock after buying an additional 48,749 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises approximately 5.3% of Pine Harbor Wealth Management LLC’s holdings, making the stock its 6th largest position. Pine Harbor Wealth Management LLC owned 0.27% of Dimensional Short-Duration Fixed Income ETF worth $17,636,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of DFSD. HBE Wealth Management LLC lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 0.3% in the first quarter. HBE Wealth Management LLC now owns 184,651 shares of the company’s stock valued at $8,841,000 after acquiring an additional 535 shares in the last quarter. Powerhouse Assets LLC grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 9.6% during the first quarter. Powerhouse Assets LLC now owns 68,248 shares of the company’s stock worth $3,268,000 after purchasing an additional 5,953 shares in the last quarter. Mustard Seed Financial LLC raised its stake in Dimensional Short-Duration Fixed Income ETF by 47.9% during the 1st quarter. Mustard Seed Financial LLC now owns 63,337 shares of the company’s stock valued at $3,033,000 after purchasing an additional 20,516 shares during the period. Baer Investment Advisory LLC bought a new stake in Dimensional Short-Duration Fixed Income ETF during the 1st quarter valued at approximately $568,000. Finally, Legacy Financial Group Inc. lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 2.8% in the 1st quarter. Legacy Financial Group Inc. now owns 467,314 shares of the company’s stock worth $22,375,000 after purchasing an additional 12,886 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

DFSD stock opened at $47.75 on Friday. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $47.50 and a 1-year high of $48.51. The business has a 50 day simple moving average of $47.83 and a two-hundred day simple moving average of $47.99.

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.