Dimensional Short-Duration Fixed Income ETF $DFSD Stock: Essential Planning LLC. Grows Stake

Essential Planning LLC. lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 26.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 426,557 shares of the company’s stock after acquiring an additional 87,937 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises about 5.4% of Essential Planning LLC.’s investment portfolio, making the stock its 4th biggest holding. Essential Planning LLC. owned 0.27% of Dimensional Short-Duration Fixed Income ETF worth $19,823,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Mather Group LLC. acquired a new position in Dimensional Short-Duration Fixed Income ETF during the third quarter worth about $37,000. Topsail Wealth Management LLC acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF in the 1st quarter valued at $92,000. Align Financial LLC acquired a new stake in Dimensional Short-Duration Fixed Income ETF during the 3rd quarter worth about $120,000. Fifth Third Bancorp acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF in the first quarter worth about $154,000. Finally, Montgomery Financial Services LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF in the second quarter worth approximately $161,000.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of NYSEARCA:DFSD opened at $46.58 on Thursday. The company’s fifty day moving average is $46.93 and its two-hundred day moving average is $47.46. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $46.39 and a 12-month high of $48.51.

About Dimensional Short-Duration Fixed Income ETF

(Free Report)

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.

See Also

Want to see what other hedge funds are holding DFSD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report).

Institutional Ownership by Quarter for Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Receive News & Ratings for Dimensional Short-Duration Fixed Income ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dimensional Short-Duration Fixed Income ETF and related companies with MarketBeat.com's FREE daily email newsletter.