Dimensional Short-Duration Fixed Income ETF $DFSD is Curio Wealth LLC’s 2nd Largest Position

Curio Wealth LLC boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 6.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 811,727 shares of the company’s stock after acquiring an additional 51,191 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises 16.0% of Curio Wealth LLC’s investment portfolio, making the stock its 2nd biggest holding. Curio Wealth LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $39,117,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. NewEdge Advisors LLC acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF in the first quarter valued at approximately $99,000. AdvisorNet Financial Inc lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 9.7% during the third quarter. AdvisorNet Financial Inc now owns 2,788 shares of the company’s stock worth $134,000 after purchasing an additional 247 shares during the period. CENTRAL TRUST Co grew its position in Dimensional Short-Duration Fixed Income ETF by 476.9% in the 2nd quarter. CENTRAL TRUST Co now owns 3,750 shares of the company’s stock valued at $180,000 after buying an additional 3,100 shares during the last quarter. Investment Advisory Group LLC purchased a new position in Dimensional Short-Duration Fixed Income ETF in the 3rd quarter valued at $210,000. Finally, Diversify Advisory Services LLC acquired a new position in Dimensional Short-Duration Fixed Income ETF in the 2nd quarter valued at $211,000.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of Dimensional Short-Duration Fixed Income ETF stock opened at $48.24 on Friday. Dimensional Short-Duration Fixed Income ETF has a one year low of $46.85 and a one year high of $48.51. The firm has a fifty day moving average of $48.17 and a two-hundred day moving average of $48.20.

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.