Dimensional Short-Duration Fixed Income ETF $DFSD Shares Acquired by Essential Planning LLC.

Essential Planning LLC. increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 43.1% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 205,188 shares of the company’s stock after purchasing an additional 61,762 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up 3.1% of Essential Planning LLC.’s investment portfolio, making the stock its 7th largest position. Essential Planning LLC.’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $9,839,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of DFSD. Focus Partners Advisor Solutions LLC increased its position in Dimensional Short-Duration Fixed Income ETF by 29.9% in the 3rd quarter. Focus Partners Advisor Solutions LLC now owns 5,061,981 shares of the company’s stock worth $244,071,000 after purchasing an additional 1,165,194 shares during the last quarter. Focus Partners Wealth lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 27.2% during the 3rd quarter. Focus Partners Wealth now owns 4,685,892 shares of the company’s stock valued at $226,011,000 after buying an additional 1,002,627 shares during the last quarter. Root Financial Partners LLC grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 55.8% in the 3rd quarter. Root Financial Partners LLC now owns 1,857,715 shares of the company’s stock valued at $89,523,000 after buying an additional 665,421 shares in the last quarter. Apella Capital LLC grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 17.9% in the 3rd quarter. Apella Capital LLC now owns 4,002,899 shares of the company’s stock valued at $194,061,000 after buying an additional 606,441 shares in the last quarter. Finally, Vise Technologies Inc. acquired a new position in Dimensional Short-Duration Fixed Income ETF in the third quarter worth approximately $28,869,000.

Dimensional Short-Duration Fixed Income ETF Stock Up 0.3%

Shares of DFSD opened at $47.88 on Wednesday. The firm’s 50 day moving average price is $48.14 and its 200 day moving average price is $48.16. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.85 and a twelve month high of $48.51.

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.