Great Oak Capital Partners LLC Increases Stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Great Oak Capital Partners LLC boosted its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 22.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 447,614 shares of the company’s stock after purchasing an additional 82,206 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises 7.0% of Great Oak Capital Partners LLC’s holdings, making the stock its 7th largest position. Great Oak Capital Partners LLC owned approximately 0.77% of Dimensional Short-Duration Fixed Income ETF worth $20,921,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently modified their holdings of the company. Apollon Wealth Management LLC boosted its position in Dimensional Short-Duration Fixed Income ETF by 0.4% during the third quarter. Apollon Wealth Management LLC now owns 64,670 shares of the company’s stock valued at $3,087,000 after purchasing an additional 264 shares during the last quarter. Seaside Wealth Management Inc. grew its holdings in Dimensional Short-Duration Fixed Income ETF by 5.5% in the 3rd quarter. Seaside Wealth Management Inc. now owns 5,907 shares of the company’s stock valued at $282,000 after buying an additional 308 shares in the last quarter. Shore Point Advisors LLC grew its stake in shares of 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 valued at $1,617,000 after acquiring an additional 371 shares in the last quarter. AdvisorNet Financial Inc increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 31.4% during the fourth quarter. AdvisorNet Financial Inc now owns 1,710 shares of the company’s stock worth $80,000 after purchasing an additional 409 shares during the period. Finally, HFG Wealth Management LLC boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 3.9% in the fourth quarter. HFG Wealth Management LLC now owns 13,507 shares of the company’s stock valued at $645,000 after buying an additional 502 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Up 0.1 %

DFSD opened at $46.97 on Friday. The company has a 50-day simple moving average of $47.09 and a 200 day simple moving average of $47.33. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.61 and a twelve month high of $47.85.

About Dimensional Short-Duration Fixed Income ETF

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.