Dimensional Short-Duration Fixed Income ETF $DFSD Shares Purchased by Valued Wealth Advisors LLC

Valued Wealth Advisors LLC grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 3.9% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 624,555 shares of the company’s stock after buying an additional 23,322 shares during the period. Dimensional Short-Duration Fixed Income ETF makes up 10.0% of Valued Wealth Advisors LLC’s investment portfolio, making the stock its 3rd largest holding. Valued Wealth Advisors LLC owned about 0.40% of Dimensional Short-Duration Fixed Income ETF worth $29,024,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of DFSD. Apella Capital LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF by 3.3% in the 2nd quarter. Apella Capital LLC now owns 5,420,887 shares of the company’s stock valued at $258,522,000 after acquiring an additional 174,560 shares in the last quarter. Root Financial Partners LLC boosted its stake in Dimensional Short-Duration Fixed Income ETF by 2.9% during the third quarter. Root Financial Partners LLC now owns 3,742,392 shares of the company’s stock worth $173,916,000 after acquiring an additional 105,307 shares in the last quarter. Vise Technologies Inc. boosted its stake in Dimensional Short-Duration Fixed Income ETF by 4.8% during the third quarter. Vise Technologies Inc. now owns 3,658,642 shares of the company’s stock worth $170,024,000 after acquiring an additional 167,859 shares in the last quarter. Beaird Harris Wealth Management LLC boosted its stake in Dimensional Short-Duration Fixed Income ETF by 2.9% during the second quarter. Beaird Harris Wealth Management LLC now owns 3,199,436 shares of the company’s stock worth $152,773,000 after acquiring an additional 89,730 shares in the last quarter. Finally, Envestnet Asset Management Inc. grew its holdings in Dimensional Short-Duration Fixed Income ETF by 10.9% in the second quarter. Envestnet Asset Management Inc. now owns 2,683,166 shares of the company’s stock worth $128,121,000 after purchasing an additional 264,195 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Performance

NYSEARCA:DFSD opened at $46.81 on Thursday. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $46.39 and a 12 month high of $48.51. The firm has a fifty day simple moving average of $46.79 and a two-hundred day simple moving average of $47.57.

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.