Jackson Thornton Wealth Management LLC Has $19.80 Million Stock Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Jackson Thornton Wealth Management LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 5.0% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 413,466 shares of the company’s stock after buying an additional 19,688 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises 2.3% of Jackson Thornton Wealth Management LLC’s portfolio, making the stock its 12th biggest holding. Jackson Thornton Wealth Management LLC owned about 0.40% of Dimensional Short-Duration Fixed Income ETF worth $19,801,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Clune & Associates LTD. raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 9.5% in the second quarter. Clune & Associates LTD. now owns 268,192 shares of the company’s stock valued at $12,876,000 after buying an additional 23,167 shares during the last quarter. Mills Wealth Advisors LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 120.1% in the second quarter. Mills Wealth Advisors LLC now owns 88,974 shares of the company’s stock valued at $4,272,000 after buying an additional 48,551 shares during the last quarter. Financial Symmetry Inc raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 3.0% in the second quarter. Financial Symmetry Inc now owns 13,922 shares of the company’s stock valued at $668,000 after buying an additional 411 shares during the last quarter. Chicago Partners Investment Group LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 5.1% in the second quarter. Chicago Partners Investment Group LLC now owns 156,277 shares of the company’s stock valued at $7,486,000 after buying an additional 7,651 shares during the last quarter. Finally, Disciplined Investments LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 37.6% in the second quarter. Disciplined Investments LLC now owns 151,836 shares of the company’s stock valued at $7,290,000 after buying an additional 41,508 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Up 0.1%

Dimensional Short-Duration Fixed Income ETF stock opened at $48.50 on Tuesday. The stock has a 50-day simple moving average of $48.27 and a 200 day simple moving average of $47.92. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $46.66 and a 12-month high of $48.50.

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.