WorthPointe LLC Has $2.49 Million Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

WorthPointe LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 58.9% in the third quarter, Holdings Channel.com reports. The institutional investor owned 51,590 shares of the company’s stock after buying an additional 19,119 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises 0.9% of WorthPointe LLC’s holdings, making the stock its 19th largest position. WorthPointe LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $2,486,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in DFSD. Thrivent Financial for Lutherans purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 2nd quarter valued at approximately $2,224,000. Porter White Investment Advisors Inc. raised its stake in Dimensional Short-Duration Fixed Income ETF by 16.0% during the 2nd quarter. Porter White Investment Advisors Inc. now owns 49,004 shares of the company’s stock valued at $2,353,000 after purchasing an additional 6,757 shares during the period. SC&H Financial Advisors Inc. raised its stake in Dimensional Short-Duration Fixed Income ETF by 4.7% during the 2nd quarter. SC&H Financial Advisors Inc. now owns 280,649 shares of the company’s stock valued at $13,474,000 after purchasing an additional 12,578 shares during the period. CogentBlue Wealth Advisors LLC lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 31.7% in the third quarter. CogentBlue Wealth Advisors LLC now owns 90,282 shares of the company’s stock valued at $4,351,000 after purchasing an additional 21,706 shares in the last quarter. Finally, Baker Tilly Wealth Management LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the third quarter worth $2,532,000.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.1%

Shares of DFSD stock opened at $47.98 on Monday. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $46.66 and a 1-year high of $48.50. The stock’s fifty day simple moving average is $48.16 and its 200-day simple moving average is $48.14.

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.