Live Oak Private Wealth LLC Boosts Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Live Oak Private Wealth LLC boosted its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 46.2% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 166,229 shares of the company’s stock after purchasing an additional 52,511 shares during the quarter. Live Oak Private Wealth LLC owned approximately 0.12% of Dimensional Short-Duration Fixed Income ETF worth $7,959,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Vise Technologies Inc. boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 279.7% during the fourth quarter. Vise Technologies Inc. now owns 2,274,567 shares of the company’s stock worth $109,065,000 after acquiring an additional 1,675,494 shares during the last quarter. Rachor Investment Advisory Services LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF in the 4th quarter worth $67,486,000. Focus Partners Advisor Solutions LLC boosted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 29.9% during the 3rd quarter. Focus Partners Advisor Solutions LLC now owns 5,061,981 shares of the company’s stock valued at $244,071,000 after purchasing an additional 1,165,194 shares during the last quarter. Focus Partners Wealth boosted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 27.2% during the 3rd quarter. Focus Partners Wealth now owns 4,685,892 shares of the company’s stock valued at $226,011,000 after purchasing an additional 1,002,627 shares during the last quarter. Finally, 55 North Private Wealth LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF during the fourth quarter valued at about $41,509,000.

Dimensional Short-Duration Fixed Income ETF Stock Up 0.2%

Shares of DFSD stock opened at $47.70 on Thursday. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $47.50 and a 12-month high of $48.51. The stock’s 50-day moving average price is $47.87 and its 200-day moving average price is $48.00.

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.