Capstone Wealth Management LLC Makes New $529,000 Investment in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Capstone Wealth Management LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 11,284 shares of the company’s stock, valued at approximately $529,000. Dimensional Short-Duration Fixed Income ETF makes up approximately 0.5% of Capstone Wealth Management LLC’s holdings, making the stock its 24th biggest position.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Aspire Private Capital LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 7.1% during the fourth quarter. Aspire Private Capital LLC now owns 46,200 shares of the company’s stock worth $2,166,000 after purchasing an additional 3,065 shares during the last quarter. Signature Resources Capital Management LLC raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 12.5% during the fourth quarter. Signature Resources Capital Management LLC now owns 309,254 shares of the company’s stock worth $14,498,000 after acquiring an additional 34,291 shares in the last quarter. Great Waters Wealth Management lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 12.2% in the 4th quarter. Great Waters Wealth Management now owns 1,223,345 shares of the company’s stock worth $57,350,000 after acquiring an additional 132,724 shares during the last quarter. Shore Point Advisors LLC boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 9.3% in the 4th quarter. Shore Point Advisors LLC now owns 37,045 shares of the company’s stock valued at $1,737,000 after purchasing an additional 3,166 shares in the last quarter. Finally, Onyx Financial Advisors LLC raised its position in Dimensional Short-Duration Fixed Income ETF by 2.3% in the 4th quarter. Onyx Financial Advisors LLC now owns 328,160 shares of the company’s stock worth $15,384,000 after purchasing an additional 7,364 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of DFSD stock opened at $47.02 on Wednesday. The business has a 50-day moving average of $47.07 and a 200 day moving average of $47.34. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $46.61 and a 1-year 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.