Platform Wealth Management LLC Invests $1.09 Million in Dimensional Short-Duration Fixed Income ETF $DFSD

Platform Wealth Management LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 22,752 shares of the company’s stock, valued at approximately $1,091,000.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Focus Partners Advisor Solutions LLC lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 29.9% during the third quarter. Focus Partners Advisor Solutions LLC now owns 5,061,981 shares of the company’s stock worth $244,071,000 after purchasing an additional 1,165,194 shares during the last quarter. Focus Partners Wealth lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 27.2% during the third quarter. Focus Partners Wealth now owns 4,685,892 shares of the company’s stock worth $226,011,000 after purchasing an additional 1,002,627 shares during the last quarter. Apella Capital LLC lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 12.7% during the fourth quarter. Apella Capital LLC now owns 4,509,681 shares of the company’s stock worth $216,239,000 after purchasing an additional 506,782 shares during the last quarter. Savant Capital LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 13.5% in the third quarter. Savant Capital LLC now owns 4,154,417 shares of the company’s stock valued at $200,201,000 after acquiring an additional 493,428 shares in the last quarter. Finally, OneDigital Investment Advisors LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 5.5% in the third quarter. OneDigital Investment Advisors LLC now owns 3,235,923 shares of the company’s stock valued at $155,939,000 after acquiring an additional 167,635 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

DFSD stock opened at $47.81 on Thursday. The business has a 50-day moving average price of $47.89 and a 200 day moving average price of $48.04. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $47.50 and a 1-year high of $48.51.

Dimensional Short-Duration Fixed Income ETF 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.