Modera Wealth Management LLC Boosts Stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Modera Wealth Management LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 184.7% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 28,717 shares of the company’s stock after buying an additional 18,631 shares during the period. Modera Wealth Management LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $1,346,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of DFSD. Elser Financial Planning Inc bought a new stake in Dimensional Short-Duration Fixed Income ETF during the fourth quarter worth $33,272,000. Savant Capital LLC increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 39.3% during the 4th quarter. Savant Capital LLC now owns 2,308,782 shares of the company’s stock valued at $108,236,000 after purchasing an additional 651,492 shares during the last quarter. Apella Capital LLC raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 57.3% during the 4th quarter. Apella Capital LLC now owns 1,671,180 shares of the company’s stock worth $78,345,000 after purchasing an additional 609,036 shares during the period. Sterling Wealth Advisors Inc purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF in the 4th quarter worth about $23,841,000. Finally, Diversified Portfolios Inc. grew its position in Dimensional Short-Duration Fixed Income ETF by 981.9% during the third quarter. Diversified Portfolios Inc. now owns 421,197 shares of the company’s stock valued at $20,108,000 after buying an additional 382,265 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Up 0.1 %

Shares of DFSD stock opened at $47.51 on Tuesday. Dimensional Short-Duration Fixed Income ETF has a 52 week low of $46.61 and a 52 week high of $47.85. The firm’s 50-day simple moving average is $47.05 and its two-hundred day simple moving average is $47.32.

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.