Simplicity Wealth LLC Has $5.18 Million Stock Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Simplicity Wealth LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 25.2% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 108,261 shares of the company’s stock after purchasing an additional 21,798 shares during the period. Simplicity Wealth LLC owned 0.08% of Dimensional Short-Duration Fixed Income ETF worth $5,184,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Vise Technologies Inc. grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 279.7% in the 4th 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 during the period. Rachor Investment Advisory Services LLC acquired a new position in Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at $67,486,000. Focus Partners Wealth boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 27.2% in the third quarter. Focus Partners Wealth now owns 4,685,892 shares of the company’s stock valued at $226,011,000 after buying an additional 1,002,627 shares during the period. 55 North Private Wealth LLC bought a new stake in Dimensional Short-Duration Fixed Income ETF during the fourth quarter worth about $41,509,000. Finally, Financial Plan Inc. bought a new position in Dimensional Short-Duration Fixed Income ETF in the fourth quarter valued at approximately $37,411,000.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.1%

NYSEARCA DFSD traded down $0.04 during trading on Friday, hitting $47.65. 473,033 shares of the company’s stock were exchanged, compared to its average volume of 510,953. The stock’s 50 day moving average price is $47.80 and its two-hundred day moving average price is $47.98. Dimensional Short-Duration Fixed Income ETF has a fifty-two week low of $47.50 and a fifty-two week high of $48.51.

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.