Wealthquest Corp Purchases 40,454 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD

Wealthquest Corp lifted its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 5.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 771,485 shares of the company’s stock after purchasing an additional 40,454 shares during the quarter. Dimensional Short-Duration Fixed Income ETF accounts for approximately 2.6% of Wealthquest Corp’s investment portfolio, making the stock its 11th largest position. Wealthquest Corp owned 0.56% of Dimensional Short-Duration Fixed Income ETF worth $36,939,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of DFSD. Williams & Novak LLC lifted its position in Dimensional Short-Duration Fixed Income ETF by 1.4% during the fourth quarter. Williams & Novak LLC now owns 16,648 shares of the company’s stock valued at $798,000 after purchasing an additional 234 shares during the last quarter. TCI Wealth Advisors Inc. increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 0.4% in the 4th quarter. TCI Wealth Advisors Inc. now owns 54,343 shares of the company’s stock worth $2,606,000 after buying an additional 237 shares during the last quarter. Washington Trust Advisors Inc. increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 1.2% in the 4th quarter. Washington Trust Advisors Inc. now owns 20,289 shares of the company’s stock worth $973,000 after buying an additional 250 shares during the last quarter. Security Financial Services INC. increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 5.2% in the 4th quarter. Security Financial Services INC. now owns 5,222 shares of the company’s stock worth $250,000 after buying an additional 258 shares during the last quarter. Finally, Silver Oak Securities Incorporated raised its position in shares of 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 valued at $288,000 after buying an additional 271 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.1%

Shares of NYSEARCA:DFSD opened at $47.31 on Friday. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $47.15 and a 12 month high of $48.51. The company has a 50-day moving average price of $47.68 and a 200 day moving average price of $47.92.

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.