Curio Wealth LLC Buys Shares of 548,616 Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Curio Wealth LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 548,616 shares of the company’s stock, valued at approximately $25,719,000. Dimensional Short-Duration Fixed Income ETF accounts for about 13.8% of Curio Wealth LLC’s portfolio, making the stock its 2nd largest position. Curio Wealth LLC owned about 0.94% of Dimensional Short-Duration Fixed Income ETF at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Aptus Capital Advisors LLC purchased a new position in Dimensional Short-Duration Fixed Income ETF during the 3rd quarter valued at about $97,000. Signature Estate & Investment Advisors LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF during the 3rd quarter worth approximately $334,000. Essential Planning LLC. increased its stake in shares of Dimensional Short-Duration Fixed Income ETF by 15.6% during the 3rd quarter. Essential Planning LLC. now owns 67,011 shares of the company’s stock worth $3,199,000 after purchasing an additional 9,058 shares in the last quarter. Phillips Financial Management LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 26.9% during the 3rd quarter. Phillips Financial Management LLC now owns 860,085 shares of the company’s stock worth $41,060,000 after purchasing an additional 182,327 shares during the last quarter. Finally, Yardley Wealth Management LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF in the 3rd quarter valued at approximately $8,367,000.

Dimensional Short-Duration Fixed Income ETF Price Performance

Dimensional Short-Duration Fixed Income ETF stock opened at $47.37 on Monday. Dimensional Short-Duration Fixed Income ETF has a fifty-two week low of $46.61 and a fifty-two week high of $47.85. The stock has a fifty day moving average of $47.16 and a two-hundred day moving average of $47.31.

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.