Dimensional Short-Duration Fixed Income ETF $DFSD Stock Purchased by Root Financial Partners LLC

Root Financial Partners LLC boosted its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 2.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,742,392 shares of the company’s stock after buying an additional 105,307 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises 5.8% of Root Financial Partners LLC’s portfolio, making the stock its 5th largest holding. Root Financial Partners LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $173,916,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of DFSD. Kooman & Associates raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 6.1% in the 3rd quarter. Kooman & Associates now owns 139,462 shares of the company’s stock valued at $6,481,000 after buying an additional 7,977 shares in the last quarter. Essential Planning LLC. lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 26.0% during the 3rd quarter. Essential Planning LLC. now owns 426,557 shares of the company’s stock worth $19,823,000 after acquiring an additional 87,937 shares during the period. Onyx Financial Advisors LLC boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 4.4% during the 3rd quarter. Onyx Financial Advisors LLC now owns 426,830 shares of the company’s stock valued at $19,836,000 after acquiring an additional 17,934 shares in the last quarter. Beacon Hill Wealth Management LTD. boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 14.7% during the 3rd quarter. Beacon Hill Wealth Management LTD. now owns 326,852 shares of the company’s stock valued at $15,189,000 after acquiring an additional 41,902 shares in the last quarter. Finally, USAdvisors Wealth Management LLC boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 5.5% during the 3rd quarter. USAdvisors Wealth Management LLC now owns 19,309 shares of the company’s stock valued at $897,000 after acquiring an additional 1,007 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

NYSEARCA DFSD opened at $46.78 on Friday. The company’s 50-day simple moving average is $46.92 and its 200 day simple moving average is $47.46. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.39 and a twelve month high of $48.51.

Dimensional Short-Duration Fixed Income ETF 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.