Wilkerson Advisory Group LLC Takes $10.79 Million Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Wilkerson Advisory Group LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 225,268 shares of the company’s stock, valued at approximately $10,786,000. Dimensional Short-Duration Fixed Income ETF accounts for 3.7% of Wilkerson Advisory Group LLC’s investment portfolio, making the stock its 9th largest holding. Wilkerson Advisory Group LLC owned 0.16% of Dimensional Short-Duration Fixed Income ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently modified their holdings of the company. VSM Wealth Advisory LLC bought a new position in Dimensional Short-Duration Fixed Income ETF during the 4th quarter worth $50,000. Advisory Services Network LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 3rd quarter valued at about $59,000. Tradewinds Capital Management LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the fourth quarter valued at about $81,000. Topsail Wealth Management LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the first quarter valued at about $92,000. Finally, NewEdge Advisors LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF during the first quarter worth about $99,000.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of DFSD opened at $47.66 on Tuesday. The business has a 50-day moving average of $47.77 and a 200-day moving average of $47.97. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $47.50 and a 1 year high of $48.51.

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.