Beaird Harris Wealth Management LLC Has $152.77 Million Stake in Dimensional Short-Duration Fixed Income ETF $DFSD

Beaird Harris Wealth Management LLC increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSDFree Report) by 2.9% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 3,199,436 shares of the company’s stock after acquiring an additional 89,730 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises about 9.6% of Beaird Harris Wealth Management LLC’s holdings, making the stock its largest position. Beaird Harris Wealth Management LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $152,773,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Williams & Novak LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 1.4% in the fourth quarter. Williams & Novak LLC now owns 16,648 shares of the company’s stock valued at $798,000 after buying an additional 234 shares during the period. TCI Wealth Advisors Inc. grew its holdings in Dimensional Short-Duration Fixed Income ETF by 0.4% during the 4th quarter. TCI Wealth Advisors Inc. now owns 54,343 shares of the company’s stock worth $2,606,000 after acquiring an additional 237 shares during the period. Washington Trust Advisors Inc. grew its holdings in Dimensional Short-Duration Fixed Income ETF by 1.2% during the 4th quarter. Washington Trust Advisors Inc. now owns 20,289 shares of the company’s stock worth $973,000 after acquiring an additional 250 shares during the period. Security Financial Services INC. raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 5.2% in the 4th quarter. Security Financial Services INC. now owns 5,222 shares of the company’s stock worth $250,000 after acquiring an additional 258 shares in the last quarter. Finally, Comerica Bank raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 10.8% in the 4th quarter. Comerica Bank now owns 3,215 shares of the company’s stock worth $154,000 after acquiring an additional 314 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of NYSEARCA:DFSD opened at $47.45 on Friday. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $47.15 and a 1 year high of $48.51. The business’s 50-day moving average is $47.64 and its 200-day moving average is $47.90.

Dimensional Short-Duration Fixed Income ETF Company Profile

(Free Report)

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.

See Also

Want to see what other hedge funds are holding DFSD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSDFree Report).

Institutional Ownership by Quarter for Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Receive News & Ratings for Dimensional Short-Duration Fixed Income ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dimensional Short-Duration Fixed Income ETF and related companies with MarketBeat.com's FREE daily email newsletter.