Dimensional Short-Duration Fixed Income ETF $DFSD Position Lifted by Family Wealth Partners LLC

Family Wealth Partners LLC boosted its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 8.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 235,289 shares of the company’s stock after purchasing an additional 18,015 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises approximately 3.3% of Family Wealth Partners LLC’s portfolio, making the stock its 12th biggest holding. Family Wealth Partners LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $10,934,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of the stock. Apella Capital LLC lifted its position in Dimensional Short-Duration Fixed Income ETF by 3.3% during the second quarter. Apella Capital LLC now owns 5,420,887 shares of the company’s stock valued at $258,522,000 after purchasing an additional 174,560 shares during the last quarter. Beaird Harris Wealth Management LLC increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 2.9% in the 2nd quarter. Beaird Harris Wealth Management LLC now owns 3,199,436 shares of the company’s stock worth $152,773,000 after buying an additional 89,730 shares during the last quarter. Root Financial Partners LLC increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 20.4% in the 1st quarter. Root Financial Partners LLC now owns 2,991,136 shares of the company’s stock worth $143,216,000 after buying an additional 506,613 shares during the last quarter. Planning Center Inc. increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 4.2% in the 1st quarter. Planning Center Inc. now owns 2,808,255 shares of the company’s stock worth $134,459,000 after buying an additional 114,315 shares during the last quarter. Finally, Envestnet Asset Management Inc. raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 10.9% during the 2nd quarter. Envestnet Asset Management Inc. now owns 2,683,166 shares of the company’s stock valued at $128,121,000 after buying an additional 264,195 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Dimensional Short-Duration Fixed Income ETF stock opened at $46.74 on Tuesday. Dimensional Short-Duration Fixed Income ETF has a fifty-two week low of $46.39 and a fifty-two week high of $48.51. The firm’s fifty day moving average price is $46.97 and its 200-day moving average price is $47.48.

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.