Dimensional Short-Duration Fixed Income ETF $DFSD Position Cut by Simplicity Wealth LLC

Simplicity Wealth LLC cut its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 25.3% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 133,374 shares of the company’s stock after selling 45,238 shares during the period. Simplicity Wealth LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $6,198,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Apella Capital LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 3.3% during the second quarter. Apella Capital LLC now owns 5,420,887 shares of the company’s stock valued at $258,522,000 after purchasing an additional 174,560 shares during the last quarter. Root Financial Partners LLC boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 2.9% in the third quarter. Root Financial Partners LLC now owns 3,742,392 shares of the company’s stock worth $173,916,000 after buying an additional 105,307 shares during the period. Beaird Harris Wealth Management LLC boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 2.9% in the second quarter. Beaird Harris Wealth Management LLC now owns 3,199,436 shares of the company’s stock worth $152,773,000 after buying an additional 89,730 shares during the period. Planning Center Inc. grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 4.2% during the first quarter. Planning Center Inc. now owns 2,808,255 shares of the company’s stock valued at $134,459,000 after buying an additional 114,315 shares in the last quarter. Finally, Envestnet Asset Management Inc. grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 10.9% during the second quarter. Envestnet Asset Management Inc. now owns 2,683,166 shares of the company’s stock valued at $128,121,000 after buying an additional 264,195 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

NYSEARCA:DFSD opened at $46.72 on Friday. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $46.39 and a 1-year high of $48.51. The business’s fifty day moving average price is $46.90 and its 200 day moving average price is $47.45.

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.