Wheelhouse Advisory Group LLC Has $5.27 Million Stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Wheelhouse Advisory Group LLC boosted its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 138.6% in the fourth quarter, Holdings Channel reports. The fund owned 112,318 shares of the company’s stock after acquiring an additional 65,243 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for 3.2% of Wheelhouse Advisory Group LLC’s investment portfolio, making the stock its 12th biggest holding. Wheelhouse Advisory Group LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $5,266,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in the business. Apella Capital LLC grew its position 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 buying an additional 609,036 shares during the period. Diversified Portfolios Inc. raised 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 worth $20,108,000 after acquiring an additional 382,265 shares in the last quarter. Client 1ST Advisory Group LLC acquired a new stake in Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at about $13,706,000. One Degree Advisors Inc boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 4,951.9% during the 3rd quarter. One Degree Advisors Inc now owns 244,312 shares of the company’s stock worth $11,673,000 after acquiring an additional 239,476 shares during the period. Finally, Ruedi Wealth Management Inc. boosted its position in Dimensional Short-Duration Fixed Income ETF by 63.1% during the third quarter. Ruedi Wealth Management Inc. now owns 597,050 shares of the company’s stock worth $28,503,000 after purchasing an additional 230,951 shares during the period.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.1 %

Shares of NYSEARCA DFSD opened at $47.02 on Friday. The business’s 50 day moving average is $47.06 and its 200-day moving average is $47.33. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $46.61 and a 1-year 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.