Lutz Financial Services LLC Makes New $1.03 Million Investment in Dimensional Short-Duration Fixed Income ETF $DFSD

Lutz Financial Services LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 21,519 shares of the company’s stock, valued at approximately $1,032,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Williams & Novak LLC lifted its position in Dimensional Short-Duration Fixed Income ETF by 1.4% during the 4th quarter. Williams & Novak LLC now owns 16,648 shares of the company’s stock worth $798,000 after acquiring an additional 234 shares during the period. TCI Wealth Advisors Inc. lifted its position in Dimensional Short-Duration Fixed Income ETF by 0.4% during the 4th quarter. TCI Wealth Advisors Inc. now owns 54,343 shares of the company’s stock worth $2,606,000 after acquiring an additional 237 shares during the period. Washington Trust Advisors Inc. lifted its position in Dimensional Short-Duration Fixed Income ETF by 1.2% during the 4th quarter. Washington Trust Advisors Inc. now owns 20,289 shares of the company’s stock worth $973,000 after acquiring an additional 250 shares during the period. Security Financial Services INC. lifted its position in Dimensional Short-Duration Fixed Income ETF by 5.2% during the 4th quarter. Security Financial Services INC. now owns 5,222 shares of the company’s stock worth $250,000 after acquiring an additional 258 shares during the period. Finally, Silver Oak Securities Incorporated lifted its position in Dimensional Short-Duration Fixed Income ETF by 4.7% during the 4th quarter. Silver Oak Securities Incorporated now owns 5,996 shares of the company’s stock worth $288,000 after acquiring an additional 271 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of NYSEARCA DFSD opened at $47.76 on Tuesday. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $47.41 and a 12 month high of $48.51. The company has a 50 day simple moving average of $47.95 and a two-hundred day simple moving average of $48.08.

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.