Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) Shares Sold by Shira Ridge Wealth Management

Shira Ridge Wealth Management lowered its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 2.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 176,593 shares of the company’s stock after selling 4,112 shares during the period. Dimensional Short-Duration Fixed Income ETF makes up 4.2% of Shira Ridge Wealth Management’s portfolio, making the stock its 6th biggest position. Shira Ridge Wealth Management owned about 0.19% of Dimensional Short-Duration Fixed Income ETF worth $8,392,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Rialto Wealth Management LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the fourth quarter worth $26,000. Red Lighthouse Investment Management LLC acquired a new stake in Dimensional Short-Duration Fixed Income ETF during the 4th quarter valued at $34,000. Physician Wealth Advisors Inc. acquired a new stake in Dimensional Short-Duration Fixed Income ETF during the 4th quarter valued at $56,000. TD Waterhouse Canada Inc. acquired a new stake in Dimensional Short-Duration Fixed Income ETF during the 4th quarter valued at $60,000. Finally, Global Retirement Partners LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF by 30.7% during the 4th quarter. Global Retirement Partners LLC now owns 1,650 shares of the company’s stock worth $77,000 after acquiring an additional 388 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of DFSD stock opened at $47.67 on Tuesday. The firm has a fifty day moving average of $47.54 and a two-hundred day moving average of $47.31. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $46.66 and a 1-year high of $47.85.

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.