Willow Creek Wealth Management Inc. Takes Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Willow Creek Wealth Management Inc. acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 14,532 shares of the company’s stock, valued at approximately $700,000.

A number of other large investors have also added to or reduced their stakes in the stock. NewEdge Advisors LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the first quarter worth $99,000. AdvisorNet Financial Inc boosted its position in Dimensional Short-Duration Fixed Income ETF by 9.7% in the third quarter. AdvisorNet Financial Inc now owns 2,788 shares of the company’s stock worth $134,000 after purchasing an additional 247 shares during the last quarter. CENTRAL TRUST Co grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 476.9% during the 2nd quarter. CENTRAL TRUST Co now owns 3,750 shares of the company’s stock valued at $180,000 after purchasing an additional 3,100 shares during the period. XTX Topco Ltd purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 2nd quarter valued at about $210,000. Finally, Investment Advisory Group LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the 3rd quarter worth approximately $210,000.

Dimensional Short-Duration Fixed Income ETF Price Performance

DFSD opened at $48.42 on Wednesday. The company’s 50 day moving average is $48.10 and its 200 day moving average is $48.19. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $46.85 and a 12-month 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.