Grunden Financial Advisory Inc. Has $24.71 Million Stock Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Grunden Financial Advisory Inc. boosted its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 2.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 512,776 shares of the company’s stock after acquiring an additional 14,683 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for about 10.0% of Grunden Financial Advisory Inc.’s investment portfolio, making the stock its 4th largest position. Grunden Financial Advisory Inc. owned about 0.45% of Dimensional Short-Duration Fixed Income ETF worth $24,711,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in DFSD. Foundations Investment Advisors LLC boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 521.7% in the third quarter. Foundations Investment Advisors LLC now owns 69,376 shares of the company’s stock worth $3,343,000 after purchasing an additional 58,217 shares during the period. AE Wealth Management LLC lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 40.3% during the 3rd quarter. AE Wealth Management LLC now owns 5,272 shares of the company’s stock valued at $254,000 after buying an additional 1,513 shares in the last quarter. RAM Investment Partners LLC boosted its holdings in Dimensional Short-Duration Fixed Income ETF by 1.3% in the 3rd quarter. RAM Investment Partners LLC now owns 903,284 shares of the company’s stock worth $43,529,000 after buying an additional 11,949 shares during the period. Disciplined Investments LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 28.1% in the 3rd quarter. Disciplined Investments LLC now owns 194,454 shares of the company’s stock worth $9,371,000 after buying an additional 42,618 shares in the last quarter. Finally, Investment Advisory Group LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF in the 3rd quarter worth $210,000.

Dimensional Short-Duration Fixed Income ETF Price Performance

NYSEARCA:DFSD opened at $48.16 on Friday. The business’s 50-day simple moving average is $48.05 and its two-hundred day simple moving average is $48.15. Dimensional Short-Duration Fixed Income ETF has a 52 week low of $46.85 and a 52 week high of $48.50.

Dimensional Short-Duration Fixed Income ETF Company 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.