Dimensional Short-Duration Fixed Income ETF $DFSD Stake Raised by Legacy Financial Group Inc.

Legacy Financial Group Inc. increased its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 14.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 618,169 shares of the company’s stock after buying an additional 79,243 shares during the quarter. Dimensional Short-Duration Fixed Income ETF accounts for 6.5% of Legacy Financial Group Inc.’s portfolio, making the stock its 4th biggest holding. Legacy Financial Group Inc. owned approximately 0.40% of Dimensional Short-Duration Fixed Income ETF worth $28,728,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Root Financial Partners LLC lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 2.9% during the 3rd quarter. Root Financial Partners LLC now owns 3,742,392 shares of the company’s stock worth $173,916,000 after acquiring an additional 105,307 shares during the period. Kooman & Associates increased its stake in Dimensional Short-Duration Fixed Income ETF by 6.1% in the third quarter. Kooman & Associates now owns 139,462 shares of the company’s stock valued at $6,481,000 after acquiring an additional 7,977 shares during the period. Essential Planning LLC. increased its stake in Dimensional Short-Duration Fixed Income ETF by 26.0% in the third quarter. Essential Planning LLC. now owns 426,557 shares of the company’s stock valued at $19,823,000 after acquiring an additional 87,937 shares during the period. Onyx Financial Advisors LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 4.4% in the third quarter. Onyx Financial Advisors LLC now owns 426,830 shares of the company’s stock valued at $19,836,000 after acquiring an additional 17,934 shares during the period. Finally, Beacon Hill Wealth Management LTD. increased its stake in Dimensional Short-Duration Fixed Income ETF by 14.7% in the third quarter. Beacon Hill Wealth Management LTD. now owns 326,852 shares of the company’s stock valued at $15,189,000 after acquiring an additional 41,902 shares during the period.

Dimensional Short-Duration Fixed Income ETF Price Performance

NYSEARCA:DFSD opened at $46.78 on Friday. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $46.39 and a 12-month high of $48.51. The firm has a 50-day moving average price of $46.92 and a 200 day moving average price of $47.46.

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.