Lakeridge Wealth Management LLC Raises Stock Holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Lakeridge Wealth Management LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 54.4% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 105,942 shares of the company’s stock after purchasing an additional 37,321 shares during the quarter. Dimensional Short-Duration Fixed Income ETF accounts for about 2.6% of Lakeridge Wealth Management LLC’s holdings, making the stock its 11th biggest holding. Lakeridge Wealth Management LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $4,967,000 at the end of the most recent quarter.

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

Dimensional Short-Duration Fixed Income ETF Price Performance

DFSD opened at $47.27 on Friday. The stock’s 50 day moving average price is $47.03 and its 200-day moving average price is $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.