SpringVest Wealth Management LLC Has $3.80 Million Stock Position in Dimensional Short-Duration Fixed Income ETF $DFSD

SpringVest Wealth Management LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 64.5% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 78,780 shares of the company’s stock after buying an additional 30,897 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up about 2.8% of SpringVest Wealth Management LLC’s investment portfolio, making the stock its 10th largest holding. SpringVest Wealth Management LLC owned approximately 0.07% of Dimensional Short-Duration Fixed Income ETF worth $3,796,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in DFSD. Red Lighthouse Investment Management LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF in the second quarter worth $35,000. NewEdge Advisors LLC bought a new position in Dimensional Short-Duration Fixed Income ETF in the 1st quarter worth $99,000. AdvisorNet Financial Inc raised its holdings in Dimensional Short-Duration Fixed Income ETF by 9.7% in the 3rd quarter. AdvisorNet Financial Inc now owns 2,788 shares of the company’s stock worth $134,000 after purchasing an additional 247 shares in the last quarter. CENTRAL TRUST Co lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 476.9% in the 2nd quarter. CENTRAL TRUST Co now owns 3,750 shares of the company’s stock worth $180,000 after purchasing an additional 3,100 shares during the period. Finally, XTX Topco Ltd purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 2nd quarter worth about $210,000.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of NYSEARCA DFSD opened at $48.12 on Wednesday. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $46.85 and a 1 year high of $48.50. The company’s 50-day moving average is $48.05 and its 200 day moving average is $48.16.

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.