Heffernan Advisory Inc. Has $7.21 Million Stake in Dimensional Short-Duration Fixed Income ETF $DFSD

Heffernan Advisory Inc. grew its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 9.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 150,563 shares of the company’s stock after purchasing an additional 13,407 shares during the period. Dimensional Short-Duration Fixed Income ETF makes up approximately 6.7% of Heffernan Advisory Inc.’s investment portfolio, making the stock its 4th biggest position. Heffernan Advisory Inc.’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $7,209,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the company. VSM Wealth Advisory LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF in the fourth quarter valued at $50,000. Advisory Services Network LLC bought a new position in Dimensional Short-Duration Fixed Income ETF during the third quarter valued at $59,000. Tradewinds Capital Management LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at about $81,000. Topsail Wealth Management LLC bought a new stake in Dimensional Short-Duration Fixed Income ETF during the first quarter worth approximately $92,000. Finally, NewEdge Advisors LLC bought a new stake in Dimensional Short-Duration Fixed Income ETF during the first quarter worth approximately $99,000.

Dimensional Short-Duration Fixed Income ETF Stock Up 0.1%

NYSEARCA:DFSD opened at $47.75 on Friday. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $47.50 and a 1 year high of $48.51. The business has a 50 day simple moving average of $47.83 and a 200-day simple moving average of $47.99.

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.