Samalin Investment Counsel LLC Purchases New Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Samalin Investment Counsel LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 31,358 shares of the company’s stock, valued at approximately $1,457,000.

A number of other institutional investors have also recently added to or reduced their stakes in DFSD. Apella Capital LLC increased its position in Dimensional Short-Duration Fixed Income ETF by 3.3% in the second quarter. Apella Capital LLC now owns 5,420,887 shares of the company’s stock worth $258,522,000 after buying an additional 174,560 shares during the period. Root Financial Partners LLC boosted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 2.9% during the third quarter. Root Financial Partners LLC now owns 3,742,392 shares of the company’s stock valued at $173,916,000 after acquiring an additional 105,307 shares during the period. Beaird Harris Wealth Management LLC grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 2.9% during the second quarter. Beaird Harris Wealth Management LLC now owns 3,199,436 shares of the company’s stock worth $152,773,000 after acquiring an additional 89,730 shares during the last quarter. Planning Center Inc. grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 4.2% during the first quarter. Planning Center Inc. now owns 2,808,255 shares of the company’s stock worth $134,459,000 after acquiring an additional 114,315 shares during the last quarter. Finally, Envestnet Asset Management Inc. grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 10.9% during the second quarter. Envestnet Asset Management Inc. now owns 2,683,166 shares of the company’s stock worth $128,121,000 after acquiring an additional 264,195 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

DFSD stock opened at $46.72 on Monday. 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 50-day simple moving average is $46.90 and its 200 day simple moving average is $47.45.

About Dimensional Short-Duration Fixed Income ETF

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.