Dimensional Short-Duration Fixed Income ETF $DFSD Stake Boosted by Root Financial Partners LLC

Root Financial Partners LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 20.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,991,136 shares of the company’s stock after acquiring an additional 506,613 shares during the quarter. Dimensional Short-Duration Fixed Income ETF accounts for approximately 6.6% of Root Financial Partners LLC’s holdings, making the stock its 3rd largest holding. Root Financial Partners LLC owned 2.21% of Dimensional Short-Duration Fixed Income ETF worth $143,216,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of DFSD. Vise Technologies Inc. lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 279.7% in the 4th quarter. Vise Technologies Inc. now owns 2,274,567 shares of the company’s stock valued at $109,065,000 after buying an additional 1,675,494 shares during the period. Rachor Investment Advisory Services LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 4th quarter worth about $67,486,000. Focus Partners Wealth boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 27.2% during the 3rd quarter. Focus Partners Wealth now owns 4,685,892 shares of the company’s stock worth $226,011,000 after acquiring an additional 1,002,627 shares in the last quarter. 55 North Private Wealth LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 4th quarter valued at about $41,509,000. Finally, Financial Plan Inc. purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at about $37,411,000.

Dimensional Short-Duration Fixed Income ETF Trading Down 0.1%

Shares of DFSD stock opened at $47.72 on Thursday. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $47.50 and a 12-month high of $48.51. The business’s 50 day moving average is $47.83 and its two-hundred day moving average is $47.99.

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.