14,532 Shares in Dimensional Short-Duration Fixed Income ETF $DFSD Bought by Willow Creek Wealth Management Inc.

Willow Creek Wealth Management Inc. purchased a new stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 14,532 shares of the company’s stock, valued at approximately $700,000.

Several other institutional investors have also added to or reduced their stakes in DFSD. Root Financial Partners LLC boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 55.8% during the 3rd quarter. Root Financial Partners LLC now owns 1,857,715 shares of the company’s stock valued at $89,523,000 after purchasing an additional 665,421 shares in the last quarter. Savant Capital LLC grew 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 acquiring an additional 627,337 shares during the period. Apella Capital LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF by 17.9% in the 3rd quarter. Apella Capital LLC now owns 4,002,899 shares of the company’s stock worth $194,061,000 after acquiring an additional 606,441 shares in the last quarter. Wealthquest Corp bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the 2nd quarter worth about $29,075,000. Finally, Envestnet Asset Management Inc. lifted its position in Dimensional Short-Duration Fixed Income ETF by 31.2% during the 2nd quarter. Envestnet Asset Management Inc. now owns 1,938,383 shares of the company’s stock valued at $93,062,000 after acquiring an additional 461,170 shares during the period.

Dimensional Short-Duration Fixed Income ETF Price Performance

NYSEARCA:DFSD opened at $48.42 on Wednesday. Dimensional Short-Duration Fixed Income ETF has a one year low of $46.85 and a one year high of $48.50. The company’s 50-day simple moving average is $48.10 and its 200 day simple moving average is $48.19.

Dimensional Short-Duration Fixed Income ETF Company 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.