Tobias Financial Advisors Inc. Invests $22.02 Million in Dimensional Short-Duration Fixed Income ETF $DFSD

Tobias Financial Advisors Inc. acquired a new position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 461,103 shares of the company’s stock, valued at approximately $22,018,000. Dimensional Short-Duration Fixed Income ETF makes up 2.7% of Tobias Financial Advisors Inc.’s holdings, making the stock its 13th largest holding. Tobias Financial Advisors Inc. owned 0.31% of Dimensional Short-Duration Fixed Income ETF as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Cornerstone Wealth Partners LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 4th quarter valued at about $17,400,000. Ruedi Wealth Management Inc. raised its stake in Dimensional Short-Duration Fixed Income ETF by 7.4% in the fourth quarter. Ruedi Wealth Management Inc. now owns 1,042,845 shares of the company’s stock valued at $50,004,000 after purchasing an additional 71,749 shares in the last quarter. Torren Management LLC raised its stake in Dimensional Short-Duration Fixed Income ETF by 9.7% in the first quarter. Torren Management LLC now owns 274,652 shares of the company’s stock valued at $13,150,000 after purchasing an additional 24,182 shares in the last quarter. Oceanside Advisors LLC lifted its position in Dimensional Short-Duration Fixed Income ETF by 8.1% during the first quarter. Oceanside Advisors LLC now owns 300,494 shares of the company’s stock valued at $14,388,000 after purchasing an additional 22,523 shares during the last quarter. Finally, Bank of America Corp DE lifted its position in Dimensional Short-Duration Fixed Income ETF by 30.5% during the first quarter. Bank of America Corp DE now owns 751,650 shares of the company’s stock valued at $35,989,000 after purchasing an additional 175,789 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

DFSD stock opened at $47.20 on Monday. The firm has a 50 day simple moving average of $47.45 and a two-hundred day simple moving average of $47.78. Dimensional Short-Duration Fixed Income ETF has a one year low of $47.14 and a one year 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.