Yardley Wealth Management LLC Has $8.92 Million Stake in Dimensional Short-Duration Fixed Income ETF $DFSD

Yardley Wealth Management LLC increased its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 0.3% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 185,796 shares of the company’s stock after acquiring an additional 640 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises about 4.9% of Yardley Wealth Management LLC’s holdings, making the stock its 8th largest holding. Yardley Wealth Management LLC owned approximately 0.18% of Dimensional Short-Duration Fixed Income ETF worth $8,920,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Focus Partners Wealth lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 8.7% in the 1st quarter. Focus Partners Wealth now owns 3,630,430 shares of the company’s stock valued at $172,518,000 after acquiring an additional 290,599 shares during the last quarter. Focus Partners Advisor Solutions LLC lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 17.0% in the 1st quarter. Focus Partners Advisor Solutions LLC now owns 3,483,685 shares of the company’s stock valued at $165,545,000 after acquiring an additional 505,317 shares during the last quarter. Apella Capital LLC lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 26.1% in the 2nd quarter. Apella Capital LLC now owns 3,396,458 shares of the company’s stock valued at $162,758,000 after acquiring an additional 702,057 shares during the last quarter. OneDigital Investment Advisors LLC lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 7.6% in the 1st quarter. OneDigital Investment Advisors LLC now owns 2,917,879 shares of the company’s stock valued at $138,658,000 after acquiring an additional 205,040 shares during the last quarter. Finally, Beaird Harris Wealth Management LLC lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 1.7% in the 1st quarter. Beaird Harris Wealth Management LLC now owns 2,635,580 shares of the company’s stock valued at $125,243,000 after acquiring an additional 44,872 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.1%

DFSD opened at $48.26 on Monday. The business has a 50 day simple moving average of $48.20 and a two-hundred day simple moving average of $47.86. Dimensional Short-Duration Fixed Income ETF has a one year low of $46.66 and a one year high of $48.49.

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.