EverSource Wealth Advisors LLC Raises Position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

EverSource Wealth Advisors LLC lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 3.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 27,656 shares of the company’s stock after purchasing an additional 825 shares during the period. EverSource Wealth Advisors LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $1,296,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of DFSD. Elser Financial Planning Inc purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 4th quarter worth approximately $33,272,000. Savant Capital LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF by 39.3% during the 4th quarter. Savant Capital LLC now owns 2,308,782 shares of the company’s stock worth $108,236,000 after purchasing an additional 651,492 shares during the last quarter. Apella Capital LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF by 57.3% during the 4th quarter. Apella Capital LLC now owns 1,671,180 shares of the company’s stock worth $78,345,000 after purchasing an additional 609,036 shares during the last quarter. Sterling Wealth Advisors Inc bought a new position in Dimensional Short-Duration Fixed Income ETF in the 4th quarter worth approximately $23,841,000. Finally, Diversified Portfolios Inc. boosted its holdings in Dimensional Short-Duration Fixed Income ETF by 981.9% in the 3rd quarter. Diversified Portfolios Inc. now owns 421,197 shares of the company’s stock worth $20,108,000 after buying an additional 382,265 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.1 %

DFSD opened at $47.35 on Thursday. The company has a 50 day moving average of $47.13 and a 200 day moving average of $47.31. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $46.61 and a 12 month high of $47.85.

Dimensional Short-Duration Fixed Income ETF Profile

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.