My Personal CFO LLC Invests $2.78 Million in Dimensional Short-Duration Fixed Income ETF $DFSD

My Personal CFO LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 57,733 shares of the company’s stock, valued at approximately $2,782,000. Dimensional Short-Duration Fixed Income ETF comprises approximately 1.1% of My Personal CFO LLC’s investment portfolio, making the stock its 27th largest position. My Personal CFO LLC owned approximately 0.05% of Dimensional Short-Duration Fixed Income ETF as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Chico Wealth RIA purchased a new stake in Dimensional Short-Duration Fixed Income ETF during the 3rd quarter valued at $8,602,000. Mattern Wealth Management LLC grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 1.4% in the third quarter. Mattern Wealth Management LLC now owns 562,163 shares of the company’s stock worth $27,091,000 after acquiring an additional 7,715 shares during the period. Shira Ridge Wealth Management increased its position in Dimensional Short-Duration Fixed Income ETF by 6.0% during the third quarter. Shira Ridge Wealth Management now owns 177,750 shares of the company’s stock valued at $8,566,000 after acquiring an additional 9,990 shares during the last quarter. Miracle Mile Advisors LLC bought a new position in Dimensional Short-Duration Fixed Income ETF in the third quarter valued at about $5,973,000. Finally, Hartmann Taylor Wealth Management LLC boosted its position in Dimensional Short-Duration Fixed Income ETF by 4.3% in the third quarter. Hartmann Taylor Wealth Management LLC now owns 44,065 shares of the company’s stock worth $2,123,000 after purchasing an additional 1,800 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.1%

NYSEARCA DFSD opened at $47.95 on Thursday. The company has a 50-day moving average price of $48.14 and a 200-day moving average price of $48.14. Dimensional Short-Duration Fixed Income ETF has a 52 week low of $46.66 and a 52 week high of $48.50.

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.