Great Waters Wealth Management Buys 133,692 Shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Great Waters Wealth Management increased its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 14.0% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,090,621 shares of the company’s stock after purchasing an additional 133,692 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for about 7.0% of Great Waters Wealth Management’s portfolio, making the stock its 4th largest position. Great Waters Wealth Management owned about 1.87% of Dimensional Short-Duration Fixed Income ETF worth $52,066,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Envestnet Asset Management Inc. boosted its stake in Dimensional Short-Duration Fixed Income ETF by 18.5% in the 2nd quarter. Envestnet Asset Management Inc. now owns 1,254,049 shares of the company’s stock worth $58,940,000 after purchasing an additional 195,917 shares in the last quarter. Security Financial Services INC. boosted its stake in Dimensional Short-Duration Fixed Income ETF by 16.2% in the 1st quarter. Security Financial Services INC. now owns 6,826 shares of the company’s stock worth $321,000 after purchasing an additional 953 shares in the last quarter. Passive Capital Management LLC. boosted its stake in Dimensional Short-Duration Fixed Income ETF by 87.5% in the 2nd quarter. Passive Capital Management LLC. now owns 62,194 shares of the company’s stock worth $2,923,000 after purchasing an additional 29,025 shares in the last quarter. Strategic Investment Solutions Inc. IL acquired a new stake in Dimensional Short-Duration Fixed Income ETF in the 2nd quarter worth approximately $1,192,000. Finally, Elevate Wealth Advisory Inc. acquired a new stake in Dimensional Short-Duration Fixed Income ETF in the 4th quarter worth approximately $982,000.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.3 %

DFSD stock traded down $0.15 during trading on Friday, reaching $47.60. The company had a trading volume of 313,251 shares, compared to its average volume of 348,604. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.11 and a twelve month high of $47.85. The firm has a 50-day simple moving average of $47.59 and a 200-day simple moving average of $47.20.

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.