Root Financial Partners LLC Raises Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Root Financial Partners LLC increased its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 9.8% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,192,294 shares of the company’s stock after purchasing an additional 106,401 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for about 5.5% of Root Financial Partners LLC’s investment portfolio, making the stock its 3rd biggest holding. Root Financial Partners LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $57,242,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Red Lighthouse Investment Management LLC bought a new position in Dimensional Short-Duration Fixed Income ETF during the 2nd quarter worth approximately $35,000. Retirement Wealth Solutions LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 2nd quarter worth approximately $45,000. Physician Wealth Advisors Inc. lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 29.5% in the 2nd quarter. Physician Wealth Advisors Inc. now owns 1,687 shares of the company’s stock worth $81,000 after purchasing an additional 384 shares during the last quarter. NewEdge Advisors LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 1st quarter worth approximately $99,000. Finally, CENTRAL TRUST Co boosted its position in Dimensional Short-Duration Fixed Income ETF by 476.9% during the 2nd quarter. CENTRAL TRUST Co now owns 3,750 shares of the company’s stock valued at $180,000 after purchasing an additional 3,100 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of DFSD opened at $48.20 on Monday. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $46.66 and a 12 month high of $48.50. The stock has a fifty day moving average price of $48.30 and a 200 day moving average price of $48.04.

Dimensional Short-Duration Fixed Income ETF 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.