Financial Plan Inc. Purchases 136,929 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD

Financial Plan Inc. boosted its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 17.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 917,141 shares of the company’s stock after acquiring an additional 136,929 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises about 4.7% of Financial Plan Inc.’s investment portfolio, making the stock its 5th biggest holding. Financial Plan Inc.’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $43,913,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Williams & Novak LLC boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 1.4% during the 4th quarter. Williams & Novak LLC now owns 16,648 shares of the company’s stock valued at $798,000 after purchasing an additional 234 shares in the last quarter. TCI Wealth Advisors Inc. lifted its stake in Dimensional Short-Duration Fixed Income ETF by 0.4% during the fourth quarter. TCI Wealth Advisors Inc. now owns 54,343 shares of the company’s stock valued at $2,606,000 after purchasing an additional 237 shares during the last quarter. Washington Trust Advisors Inc. grew its position in Dimensional Short-Duration Fixed Income ETF by 1.2% in the fourth quarter. Washington Trust Advisors Inc. now owns 20,289 shares of the company’s stock worth $973,000 after buying an additional 250 shares during the last quarter. Security Financial Services INC. grew its position in Dimensional Short-Duration Fixed Income ETF by 5.2% in the fourth quarter. Security Financial Services INC. now owns 5,222 shares of the company’s stock worth $250,000 after buying an additional 258 shares during the last quarter. Finally, Silver Oak Securities Incorporated increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 4.7% in the fourth quarter. Silver Oak Securities Incorporated now owns 5,996 shares of the company’s stock valued at $288,000 after buying an additional 271 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.1%

Shares of NYSEARCA:DFSD opened at $47.75 on Friday. Dimensional Short-Duration Fixed Income ETF has a one year low of $47.50 and a one year high of $48.51. The stock has a fifty day moving average of $47.83 and a 200-day moving average of $47.99.

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.