Kaufman Rossin Wealth LLC Has $2.87 Million Stock Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Kaufman Rossin Wealth LLC lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 35.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 59,881 shares of the company’s stock after purchasing an additional 15,768 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for about 1.6% of Kaufman Rossin Wealth LLC’s portfolio, making the stock its 13th biggest position. Kaufman Rossin Wealth LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $2,867,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. VSM Wealth Advisory LLC acquired a new position in Dimensional Short-Duration Fixed Income ETF in the fourth quarter valued at approximately $50,000. Advisory Services Network LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 3rd quarter worth approximately $59,000. Tradewinds Capital Management LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at $81,000. NewEdge Advisors LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 1st quarter valued at $99,000. Finally, National Bank of Canada FI lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 154.9% during the 3rd quarter. National Bank of Canada FI now owns 2,182 shares of the company’s stock valued at $105,000 after acquiring an additional 1,326 shares during the period.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of NYSEARCA DFSD opened at $47.83 on Tuesday. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $47.50 and a 12-month high of $48.51. The company’s fifty day simple moving average is $47.89 and its 200 day simple moving average is $48.01.

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.