Cambridge Capital Management LLC grew its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 8.9% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 187,414 shares of the company's stock after buying an additional 15,275 shares during
Financial Plan Inc. bought a new position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund bought 780,212 shares of the company's stock, valued at approximately $37,411,000. Dimensional Short-Duration Fixed Income ETF makes up about
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 316 | $15,152.2 | $15,074.78 | -$77.42 | -0.51% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 795,671 | $38.07M | $37.96M | -$115,826.14 | -0.3% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 169,474 | $8.12M | $8.08M | -$37,900.93 | -0.47% |
| SS Scott Solod Kelly Financial Group LLC | 6,083 | $291,919.41 | $290,257.64 | -$1,661.77 | -0.57% |
Austin Private Wealth Austin Private Wealth LLC | 55,493 | $2.66M | $2.65M | -$15,185.99 | -0.57% |
| ARCA Exchange | US Country |
The company specializes in the investment of fixed income securities, maintaining a commitment to investment grade quality assets. It operates with a focus on securities that offer maturity within a five-year timeframe from the date of settlement. In managing its portfolio, the company strives to adhere to a weighted average duration strategy that aims to balance risk and return, aligning closely with the benchmarks set by the ICE BofA 1-5 Year US Corporate & Government Index. This approach ensures a dynamic yet cautious investment strategy geared towards optimal performance within the defined parameters of investment grade fixed income securities.
The company invests at least 80% of its portfolio’s net assets in fixed income securities that are considered to be of investment grade quality. This includes a diverse range of bonds and other debt instruments that are assessed by credit rating agencies to have a lower risk of default, providing a stable income stream to investors while safeguarding their capital.
Focus is placed on securities that are set to mature within five years from the date of settlement. This strategy aims to provide investors with a balance between the higher yield potential of longer-duration securities and the reduced risk associated with shorter-term investments, optimizing for both safety and performance over the medium term.
The portfolio is managed with a goal to maintain a weighted average duration that is no more than one half year greater than, and not less than one year below, the portfolio’s benchmark, the ICE BofA 1-5 Year US Corporate & Government Index. This meticulous duration management strategy is designed to moderate interest rate risk while aligning closely with the benchmark’s average performance, emphasizing stability and predictable returns.