Straight Path Wealth Management Boosts Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Straight Path Wealth Management grew its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 151.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 37,638 shares of the company’s stock after purchasing an additional 22,646 shares during the period. Dimensional Short-Duration Fixed Income ETF makes up 0.4% of Straight Path Wealth Management’s investment portfolio, making the stock its 29th largest holding. Straight Path Wealth Management’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $1,797,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of DFSD. Safeguard Investment Advisory Group LLC lifted its position in Dimensional Short-Duration Fixed Income ETF by 7,351.8% during the second quarter. Safeguard Investment Advisory Group LLC now owns 1,773,148 shares of the company’s stock valued at $84,668,000 after buying an additional 1,749,353 shares during the period. Vise Technologies Inc. grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 279.7% in the 4th quarter. Vise Technologies Inc. now owns 2,274,567 shares of the company’s stock worth $109,065,000 after buying an additional 1,675,494 shares during the period. Greenspring Advisors LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 2nd quarter worth about $58,754,000. Focus Partners Wealth increased its stake in shares of Dimensional Short-Duration Fixed Income ETF by 16.2% in the 4th quarter. Focus Partners Wealth now owns 5,445,744 shares of the company’s stock worth $261,123,000 after acquiring an additional 759,852 shares in the last quarter. Finally, Apella Capital LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF by 16.3% in the 1st quarter. Apella Capital LLC now owns 5,246,327 shares of the company’s stock worth $252,925,000 after acquiring an additional 736,646 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of NYSEARCA DFSD opened at $47.20 on Monday. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $47.14 and a 1 year high of $48.51. The firm has a 50-day moving average of $47.45 and a 200 day moving average of $47.78.

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.