Beta Wealth Group Inc. Buys 8,186 Shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Beta Wealth Group Inc. lifted its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 9.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 99,549 shares of the company’s stock after acquiring an additional 8,186 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises about 2.1% of Beta Wealth Group Inc.’s investment portfolio, making the stock its 16th biggest holding. Beta Wealth Group Inc.’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $4,667,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in DFSD. Apollon Wealth Management LLC increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 0.4% in the 3rd quarter. Apollon Wealth Management LLC now owns 64,670 shares of the company’s stock worth $3,087,000 after purchasing an additional 264 shares in the last quarter. Seaside Wealth Management Inc. boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 5.5% during the third quarter. Seaside Wealth Management Inc. now owns 5,907 shares of the company’s stock valued at $282,000 after buying an additional 308 shares during the last quarter. AdvisorNet Financial Inc increased its holdings in Dimensional Short-Duration Fixed Income ETF by 31.4% in the 4th quarter. AdvisorNet Financial Inc now owns 1,710 shares of the company’s stock worth $80,000 after buying an additional 409 shares in the last quarter. HFG Wealth Management LLC raised its position in Dimensional Short-Duration Fixed Income ETF by 3.9% in the 4th quarter. HFG Wealth Management LLC now owns 13,507 shares of the company’s stock worth $645,000 after buying an additional 502 shares during the last quarter. Finally, USAdvisors Wealth Management LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 3.1% during the 4th quarter. USAdvisors Wealth Management LLC now owns 18,357 shares of the company’s stock valued at $860,000 after acquiring an additional 558 shares during the period.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.1 %

Shares of DFSD stock opened at $47.27 on Tuesday. The company has a 50 day moving average price of $47.02 and a 200-day moving average price of $47.33. Dimensional Short-Duration Fixed Income ETF has a 52 week low of $46.61 and a 52 week high of $47.85.

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.