Dimensional Short-Duration Fixed Income ETF $DFSD Stock: Essential Planning LLC. Grows Stake

Essential Planning LLC. increased its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 26.0% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 426,557 shares of the company’s stock after purchasing an additional 87,937 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up 5.4% of Essential Planning LLC.’s investment portfolio, making the stock its 4th largest holding. Essential Planning LLC.’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $19,823,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Apella Capital LLC grew its position in shares of 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 valued at $258,522,000 after purchasing an additional 174,560 shares during the last quarter. Beaird Harris Wealth Management LLC increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 2.9% during the 2nd quarter. Beaird Harris Wealth Management LLC now owns 3,199,436 shares of the company’s stock worth $152,773,000 after purchasing an additional 89,730 shares during the period. Root Financial Partners LLC grew its position in Dimensional Short-Duration Fixed Income ETF by 20.4% during the first quarter. Root Financial Partners LLC now owns 2,991,136 shares of the company’s stock worth $143,216,000 after buying an additional 506,613 shares in the last quarter. Planning Center Inc. increased its stake in 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 valued at $134,459,000 after acquiring an additional 114,315 shares during the period. Finally, Envestnet Asset Management Inc. lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 10.9% in the 2nd 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 period.

Dimensional Short-Duration Fixed Income ETF Stock Performance

NYSEARCA:DFSD opened at $46.58 on Thursday. The company’s 50-day moving average price is $46.93 and its two-hundred day moving average price is $47.46. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $46.39 and a 12 month 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.