Planning Center Inc. Purchases 97,586 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD

Planning Center Inc. grew its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 4.2% in the 3rd quarter, Holdings Channel.com reports. The firm owned 2,423,538 shares of the company’s stock after buying an additional 97,586 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises approximately 12.3% of Planning Center Inc.’s portfolio, making the stock its 2nd biggest holding. Planning Center Inc.’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $116,790,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in DFSD. Curio Wealth LLC boosted its position in Dimensional Short-Duration Fixed Income ETF by 192,929.4% during the second quarter. Curio Wealth LLC now owns 760,536 shares of the company’s stock worth $36,513,000 after purchasing an additional 760,142 shares in the last quarter. Elser Financial Planning Inc acquired a new stake in Dimensional Short-Duration Fixed Income ETF in the 2nd quarter valued at about $35,636,000. Root Financial Partners LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 55.8% in the 3rd quarter. Root Financial Partners LLC now owns 1,857,715 shares of the company’s stock worth $89,523,000 after purchasing an additional 665,421 shares in the last quarter. Savant Capital LLC boosted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 20.7% during the 2nd quarter. Savant Capital LLC now owns 3,660,989 shares of the company’s stock worth $175,764,000 after purchasing an additional 627,337 shares during the last quarter. Finally, Apella Capital LLC grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 17.9% in the third quarter. Apella Capital LLC now owns 4,002,899 shares of the company’s stock valued at $194,061,000 after purchasing an additional 606,441 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

NYSEARCA DFSD opened at $48.02 on Thursday. The stock’s fifty day moving average is $48.06 and its two-hundred day moving average is $48.15. Dimensional Short-Duration Fixed Income ETF has a fifty-two week low of $46.85 and a fifty-two week high of $48.50.

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.