Curio Wealth LLC Makes New $25.72 Million Investment in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Curio Wealth LLC acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 548,616 shares of the company’s stock, valued at approximately $25,719,000. Dimensional Short-Duration Fixed Income ETF comprises about 13.8% of Curio Wealth LLC’s investment portfolio, making the stock its 2nd biggest position.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Essential Planning LLC. raised its stake in Dimensional Short-Duration Fixed Income ETF by 6,120.7% during the fourth quarter. Essential Planning LLC. now owns 4,168,547 shares of the company’s stock worth $197,212,000 after purchasing an additional 4,101,536 shares during the period. Beaird Harris Wealth Management LLC increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 4.9% during the 3rd quarter. Beaird Harris Wealth Management LLC now owns 2,489,092 shares of the company’s stock worth $118,829,000 after buying an additional 117,333 shares during the last quarter. Savant Capital LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 39.3% in the 4th quarter. Savant Capital LLC now owns 2,308,782 shares of the company’s stock worth $108,236,000 after buying an additional 651,492 shares during the period. Planning Center Inc. raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 1.7% in the 4th quarter. Planning Center Inc. now owns 2,047,397 shares of the company’s stock worth $95,982,000 after buying an additional 35,053 shares during the period. Finally, HighTower Advisors LLC boosted its holdings in Dimensional Short-Duration Fixed Income ETF by 3.8% in the fourth quarter. HighTower Advisors LLC now owns 1,698,370 shares of the company’s stock valued at $79,620,000 after acquiring an additional 61,835 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of NYSEARCA:DFSD opened at $47.37 on Monday. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $46.61 and a 12 month high of $47.85. The business has a 50-day moving average of $47.16 and a two-hundred day moving average of $47.31.

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.