Delap Wealth Advisory LLC Raises Stock Position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Delap Wealth Advisory LLC raised its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 127.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 59,792 shares of the company’s stock after purchasing an additional 33,528 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for 1.3% of Delap Wealth Advisory LLC’s holdings, making the stock its 19th biggest position. Delap Wealth Advisory LLC owned about 0.10% of Dimensional Short-Duration Fixed Income ETF worth $2,810,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Great Oak Capital Partners LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 38.8% during the 2nd quarter. Great Oak Capital Partners LLC now owns 341,865 shares of the company’s stock worth $16,225,000 after buying an additional 95,643 shares in the last quarter. Concorde Asset Management LLC acquired a new stake in Dimensional Short-Duration Fixed Income ETF during the 2nd quarter worth $266,000. Glass Jacobson Investment Advisors llc grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 10.4% during the second quarter. Glass Jacobson Investment Advisors llc now owns 13,402 shares of the company’s stock worth $630,000 after buying an additional 1,266 shares in the last quarter. Kooman & Associates grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 0.5% during the second quarter. Kooman & Associates now owns 128,455 shares of the company’s stock worth $6,037,000 after buying an additional 642 shares in the last quarter. Finally, Legacy Financial Group Inc. raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 5.1% in the second quarter. Legacy Financial Group Inc. now owns 333,443 shares of the company’s stock valued at $15,672,000 after buying an additional 16,110 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

DFSD opened at $47.74 on Friday. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.11 and a twelve month high of $47.85. The firm’s 50-day moving average price is $47.48 and its 200 day moving average price is $47.16.

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.