PBMares Wealth Management LLC Has $1.25 Million Stock Position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

PBMares Wealth Management LLC reduced its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 3.0% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 26,122 shares of the company’s stock after selling 800 shares during the quarter. PBMares Wealth Management LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $1,247,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Dixon Fnancial Services Inc. increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 4.0% during the second quarter. Dixon Fnancial Services Inc. now owns 7,148 shares of the company’s stock worth $336,000 after buying an additional 274 shares during the period. Spinnaker Investment Group LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF by 2.5% in the second quarter. Spinnaker Investment Group LLC now owns 13,140 shares of the company’s stock worth $618,000 after purchasing an additional 322 shares during the period. Shore Point Advisors LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF by 1.1% in the third quarter. Shore Point Advisors LLC now owns 33,879 shares of the company’s stock worth $1,617,000 after purchasing an additional 371 shares during the period. Nwam LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF by 3.0% in the first quarter. Nwam LLC now owns 13,989 shares of the company’s stock worth $657,000 after purchasing an additional 401 shares during the period. Finally, Helen Stephens Group LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF by 10.3% in the third quarter. Helen Stephens Group LLC now owns 5,661 shares of the company’s stock worth $270,000 after purchasing an additional 529 shares during the period.

Dimensional Short-Duration Fixed Income ETF Trading Down 0.0 %

NYSEARCA:DFSD traded down $0.02 during trading hours on Tuesday, reaching $47.28. The company had a trading volume of 41,319 shares, compared to its average volume of 345,580. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.17 and a twelve month high of $47.85. The business’s 50-day simple moving average is $47.62 and its two-hundred day simple moving average is $47.26.

Dimensional Short-Duration Fixed Income ETF Company 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.