Essential Planning LLC. Boosts Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Essential Planning LLC. raised its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 15.5% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 109,915 shares of the company’s stock after buying an additional 14,791 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises 2.0% of Essential Planning LLC.’s holdings, making the stock its 12th biggest holding. Essential Planning LLC.’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $5,277,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in the stock. Red Lighthouse Investment Management LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the second quarter valued at approximately $35,000. Retirement Wealth Solutions LLC purchased a new position in Dimensional Short-Duration Fixed Income ETF during the 2nd quarter worth $45,000. Physician Wealth Advisors Inc. raised its position in Dimensional Short-Duration Fixed Income ETF by 29.5% during the 2nd quarter. Physician Wealth Advisors Inc. now owns 1,687 shares of the company’s stock valued at $81,000 after purchasing an additional 384 shares in the last quarter. NewEdge Advisors LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 1st quarter worth $99,000. Finally, CENTRAL TRUST Co grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 476.9% during the 2nd quarter. CENTRAL TRUST Co now owns 3,750 shares of the company’s stock worth $180,000 after buying an additional 3,100 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of Dimensional Short-Duration Fixed Income ETF stock opened at $48.19 on Friday. The stock’s fifty day moving average price is $48.24 and its 200-day moving average price is $48.11. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $46.66 and a 12 month high of $48.50.

About Dimensional Short-Duration Fixed Income ETF

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.