Dimensional Short-Duration Fixed Income ETF $DFSD is Diversified Portfolios Inc.’s 5th Largest Position

Diversified Portfolios Inc. boosted its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 9.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,236,613 shares of the company’s stock after acquiring an additional 107,430 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for approximately 4.9% of Diversified Portfolios Inc.’s investment portfolio, making the stock its 5th biggest position. Diversified Portfolios Inc.’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $59,296,000 as of its most recent SEC filing.

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

Dimensional Short-Duration Fixed Income ETF Stock Performance

NYSEARCA:DFSD opened at $47.70 on Tuesday. The company’s 50-day moving average is $47.90 and its two-hundred day moving average is $48.06. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $47.50 and a 1-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.