Jackson Thornton Wealth Management LLC Has $24.30 Million Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Jackson Thornton Wealth Management LLC grew its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 6.8% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 506,382 shares of the company’s stock after purchasing an additional 32,088 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises approximately 2.2% of Jackson Thornton Wealth Management LLC’s investment portfolio, making the stock its 11th largest position. Jackson Thornton Wealth Management LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $24,301,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Williams & Novak LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF by 1.4% during the 4th quarter. Williams & Novak LLC now owns 16,648 shares of the company’s stock worth $798,000 after acquiring an additional 234 shares during the period. TCI Wealth Advisors Inc. grew its position in Dimensional Short-Duration Fixed Income ETF by 0.4% in the 4th quarter. TCI Wealth Advisors Inc. now owns 54,343 shares of the company’s stock valued at $2,606,000 after purchasing an additional 237 shares during the period. Washington Trust Advisors Inc. increased its stake in Dimensional Short-Duration Fixed Income ETF by 1.2% during the 4th quarter. Washington Trust Advisors Inc. now owns 20,289 shares of the company’s stock valued at $973,000 after purchasing an additional 250 shares in the last quarter. Security Financial Services INC. raised its holdings in Dimensional Short-Duration Fixed Income ETF by 5.2% during the fourth quarter. Security Financial Services INC. now owns 5,222 shares of the company’s stock worth $250,000 after buying an additional 258 shares during the last quarter. Finally, Silver Oak Securities Incorporated lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 4.7% in the fourth quarter. Silver Oak Securities Incorporated now owns 5,996 shares of the company’s stock valued at $288,000 after buying an additional 271 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

NYSEARCA:DFSD opened at $47.69 on Wednesday. Dimensional Short-Duration Fixed Income ETF has a one year low of $47.50 and a one year high of $48.51. The firm has a 50-day moving average of $47.82 and a 200-day moving average of $47.98.

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.