CogentBlue Wealth Advisors LLC Makes New Investment in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

CogentBlue Wealth Advisors LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 37,684 shares of the company’s stock, valued at approximately $1,767,000. Dimensional Short-Duration Fixed Income ETF accounts for about 1.6% of CogentBlue Wealth Advisors LLC’s portfolio, making the stock its 18th largest holding. CogentBlue Wealth Advisors LLC owned about 0.06% of Dimensional Short-Duration Fixed Income ETF at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the stock. Elser Financial Planning Inc purchased a new stake in Dimensional Short-Duration Fixed Income ETF during the fourth quarter valued at about $33,272,000. Savant Capital LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 39.3% in the fourth 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 period. Apella Capital LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 57.3% in the fourth quarter. Apella Capital LLC now owns 1,671,180 shares of the company’s stock valued at $78,345,000 after purchasing an additional 609,036 shares during the period. Sterling Wealth Advisors Inc purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 4th quarter valued at approximately $23,841,000. Finally, Diversified Portfolios Inc. raised its holdings in Dimensional Short-Duration Fixed Income ETF by 981.9% during the 3rd quarter. Diversified Portfolios Inc. now owns 421,197 shares of the company’s stock valued at $20,108,000 after acquiring an additional 382,265 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.2 %

Dimensional Short-Duration Fixed Income ETF stock opened at $47.12 on Thursday. Dimensional Short-Duration Fixed Income ETF has a one year low of $46.61 and a one year high of $47.85. The business has a fifty day moving average price of $47.01 and a 200-day moving average price of $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.