Arcadia Wealth Management Inc. Has $5.46 Million Stock Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Arcadia Wealth Management Inc. increased its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 13.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 113,388 shares of the company’s stock after purchasing an additional 13,382 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up 3.3% of Arcadia Wealth Management Inc.’s holdings, making the stock its 5th largest position. Arcadia Wealth Management Inc.’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $5,464,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in DFSD. Thrivent Financial for Lutherans acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF in the second quarter valued at about $2,224,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 24.2% during the third quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 120,348 shares of the company’s stock worth $5,800,000 after purchasing an additional 23,454 shares during the period. Gradient Capital Advisors LLC lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 9.0% during the third quarter. Gradient Capital Advisors LLC now owns 222,452 shares of the company’s stock worth $10,720,000 after purchasing an additional 18,281 shares during the period. CogentBlue Wealth Advisors LLC boosted its position in Dimensional Short-Duration Fixed Income ETF by 31.7% in the third quarter. CogentBlue Wealth Advisors LLC now owns 90,282 shares of the company’s stock valued at $4,351,000 after buying an additional 21,706 shares during the last quarter. Finally, Baker Tilly Wealth Management LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF in the third quarter valued at approximately $2,532,000.

Dimensional Short-Duration Fixed Income ETF Price Performance

DFSD opened at $48.16 on Friday. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $46.85 and a 12-month high of $48.50. The firm has a 50 day moving average of $48.05 and a two-hundred day moving average of $48.15.

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.