Heritage Investment Group Inc. Grows Position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Heritage Investment Group Inc. lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 7.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 131,356 shares of the company’s stock after purchasing an additional 8,697 shares during the quarter. Dimensional Short-Duration Fixed Income ETF accounts for approximately 1.2% of Heritage Investment Group Inc.’s portfolio, making the stock its 15th largest position. Heritage Investment Group Inc.’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $6,271,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of DFSD. Apollon Wealth Management LLC grew its stake in Dimensional Short-Duration Fixed Income ETF by 0.4% in the 3rd quarter. Apollon Wealth Management LLC now owns 64,670 shares of the company’s stock worth $3,087,000 after buying an additional 264 shares in the last quarter. Dixon Fnancial Services Inc. grew its position in Dimensional Short-Duration Fixed Income ETF by 4.0% in the second quarter. Dixon Fnancial Services Inc. now owns 7,148 shares of the company’s stock worth $336,000 after acquiring an additional 274 shares in the last quarter. Seaside Wealth Management Inc. increased its stake in Dimensional Short-Duration Fixed Income ETF by 5.5% in the third quarter. Seaside Wealth Management Inc. now owns 5,907 shares of the company’s stock valued at $282,000 after acquiring an additional 308 shares during the last quarter. Spinnaker Investment Group LLC raised its position in Dimensional Short-Duration Fixed Income ETF by 2.5% during the second quarter. Spinnaker Investment Group LLC now owns 13,140 shares of the company’s stock valued at $618,000 after purchasing an additional 322 shares in the last quarter. Finally, Shore Point Advisors LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 1.1% during 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 last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of DFSD traded up $0.06 during midday trading on Friday, reaching $47.30. The stock had a trading volume of 328,701 shares, compared to its average volume of 347,821. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $46.40 and a 12-month high of $47.85. The company’s 50-day moving average is $47.54 and its 200 day moving average is $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.