Dimensional Short-Duration Fixed Income ETF $DFSD is Root Financial Partners LLC’s 3rd Largest Position

Root Financial Partners LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 20.4% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 2,991,136 shares of the company’s stock after purchasing an additional 506,613 shares during the period. Dimensional Short-Duration Fixed Income ETF makes up approximately 6.6% of Root Financial Partners LLC’s holdings, making the stock its 3rd largest holding. Root Financial Partners LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $143,216,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have 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. boosted its holdings in shares of 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 worth $2,606,000 after purchasing an additional 237 shares during the last quarter. Washington Trust Advisors Inc. grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 1.2% in the fourth quarter. Washington Trust Advisors Inc. now owns 20,289 shares of the company’s stock valued at $973,000 after purchasing an additional 250 shares in the last quarter. Security Financial Services INC. grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 5.2% in the fourth quarter. Security Financial Services INC. now owns 5,222 shares of the company’s stock valued at $250,000 after purchasing an additional 258 shares in the last quarter. Finally, Silver Oak Securities Incorporated increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 4.7% in the fourth 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 Trading Down 0.1%

Shares of Dimensional Short-Duration Fixed Income ETF stock opened at $47.72 on Thursday. Dimensional Short-Duration Fixed Income ETF has a one year low of $47.50 and a one year high of $48.51. The business’s 50 day moving average price is $47.83 and its 200 day moving average price is $47.99.

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.