Dimensional Short-Duration Fixed Income ETF $DFSD Stake Raised by SwitchPoint Financial Planning LLC

SwitchPoint Financial Planning LLC boosted its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 26.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 112,064 shares of the company’s stock after buying an additional 23,576 shares during the period. Dimensional Short-Duration Fixed Income ETF makes up about 3.6% of SwitchPoint Financial Planning LLC’s portfolio, making the stock its 5th biggest holding. SwitchPoint Financial Planning LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $5,366,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Vise Technologies Inc. grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 279.7% in the fourth quarter. Vise Technologies Inc. now owns 2,274,567 shares of the company’s stock valued at $109,065,000 after purchasing an additional 1,675,494 shares in the last quarter. Rachor Investment Advisory Services LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF during the fourth quarter valued at $67,486,000. Focus Partners Wealth raised its stake in Dimensional Short-Duration Fixed Income ETF by 27.2% during the third quarter. Focus Partners Wealth now owns 4,685,892 shares of the company’s stock valued at $226,011,000 after purchasing an additional 1,002,627 shares in the last quarter. 55 North Private Wealth LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF during the fourth quarter valued at $41,509,000. Finally, Financial Plan Inc. bought a new position in Dimensional Short-Duration Fixed Income ETF during the fourth quarter valued at $37,411,000.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of NYSEARCA:DFSD opened at $47.65 on Thursday. Dimensional Short-Duration Fixed Income ETF has a 52 week low of $47.50 and a 52 week high of $48.51. The firm has a fifty day simple moving average of $47.81 and a two-hundred day simple moving average of $47.98.

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.