Dimensional Short-Duration Fixed Income ETF $DFSD is Planning Center Inc.’s 2nd Largest Position

Planning Center Inc. increased its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 4.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 2,423,538 shares of the company’s stock after purchasing an additional 97,586 shares during the quarter. Dimensional Short-Duration Fixed Income ETF accounts for 12.3% of Planning Center Inc.’s holdings, making the stock its 2nd biggest holding. Planning Center Inc. owned approximately 2.13% of Dimensional Short-Duration Fixed Income ETF worth $116,790,000 as of its most recent filing with the SEC.

Several other hedge funds also recently added to or reduced their stakes in DFSD. Red Lighthouse Investment Management LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF during the second quarter valued at approximately $35,000. NewEdge Advisors LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF in the first quarter worth $99,000. AdvisorNet Financial Inc lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 9.7% during the third quarter. AdvisorNet Financial Inc now owns 2,788 shares of the company’s stock worth $134,000 after purchasing an additional 247 shares during the last quarter. CENTRAL TRUST Co lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 476.9% during the 2nd quarter. CENTRAL TRUST Co now owns 3,750 shares of the company’s stock valued at $180,000 after buying an additional 3,100 shares in the last quarter. Finally, Diversify Advisory Services LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF during the 2nd quarter worth $211,000.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of NYSEARCA DFSD opened at $48.02 on Thursday. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $46.85 and a 1-year high of $48.50. The business has a fifty day moving average price of $48.06 and a 200 day moving average price of $48.15.

Dimensional Short-Duration Fixed Income ETF Company 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.