Sax Wealth Advisors LLC Has $11.72 Million Stock Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Sax Wealth Advisors LLC lowered its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 10.8% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 244,768 shares of the company’s stock after selling 29,557 shares during the period. Sax Wealth Advisors LLC owned 0.17% of Dimensional Short-Duration Fixed Income ETF worth $11,719,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. VSM Wealth Advisory LLC acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF during the 4th quarter worth approximately $50,000. Advisory Services Network LLC bought a new position in Dimensional Short-Duration Fixed Income ETF during the third quarter worth $59,000. Topsail Wealth Management LLC acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF in the first quarter valued at $92,000. NewEdge Advisors LLC acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF in the first quarter valued at $99,000. Finally, National Bank of Canada FI raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 154.9% in the third quarter. National Bank of Canada FI now owns 2,182 shares of the company’s stock valued at $105,000 after purchasing an additional 1,326 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Performance

NYSEARCA DFSD opened at $47.45 on Friday. The firm has a 50-day moving average of $47.64 and a 200-day moving average of $47.90. Dimensional Short-Duration Fixed Income ETF has a 52-week low of $47.15 and a 52-week high of $48.51.

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.