Krilogy Financial LLC Makes New Investment in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Krilogy Financial LLC bought a new position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 10,216 shares of the company’s stock, valued at approximately $485,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Forthright Family Wealth Advisory LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 1.8% during the fourth quarter. Forthright Family Wealth Advisory LLC now owns 15,958 shares of the company’s stock worth $748,000 after acquiring an additional 286 shares during the period. Cerity Partners LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 3.0% during the fourth quarter. Cerity Partners LLC now owns 10,230 shares of the company’s stock worth $480,000 after acquiring an additional 294 shares during the period. Global Retirement Partners LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 30.7% in the 4th quarter. Global Retirement Partners LLC now owns 1,650 shares of the company’s stock valued at $77,000 after buying an additional 388 shares during the last quarter. Samalin Investment Counsel LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 1.5% in the 4th quarter. Samalin Investment Counsel LLC now owns 32,518 shares of the company’s stock valued at $1,524,000 after buying an additional 496 shares during the last quarter. Finally, Rialto Wealth Management LLC acquired a new stake in Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at $26,000.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of DFSD opened at $47.79 on Friday. The firm has a 50-day moving average of $47.56 and a 200-day moving average of $47.33. Dimensional Short-Duration Fixed Income ETF has a one year low of $46.66 and a one year high of $47.85.

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.