Dimensional Short-Duration Fixed Income ETF $DFSD is Phillips Financial Management LLC’s 4th Largest Position

Phillips Financial Management LLC increased its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 2.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,356,806 shares of the company’s stock after purchasing an additional 38,284 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for 4.7% of Phillips Financial Management LLC’s portfolio, making the stock its 4th biggest position. Phillips Financial Management LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $65,140,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. Rossby Financial LCC purchased a new position in Dimensional Short-Duration Fixed Income ETF during the first quarter valued at $39,000. Retirement Wealth Solutions LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 2nd quarter worth about $45,000. Physician Wealth Advisors Inc. increased its stake 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 acquiring an additional 384 shares in the last quarter. NewEdge Advisors LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the 1st quarter worth about $99,000. Finally, Oakworth Capital Inc. purchased a new position in Dimensional Short-Duration Fixed Income ETF during the 1st quarter valued at about $142,000.

Dimensional Short-Duration Fixed Income ETF Price Performance

NYSEARCA:DFSD opened at $48.34 on Wednesday. Dimensional Short-Duration Fixed Income ETF has a one year low of $46.66 and a one year high of $48.50. The company’s 50-day simple moving average is $48.27 and its 200 day simple moving average is $47.92.

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.