Dimensional Short-Duration Fixed Income ETF $DFSD is SageOak Financial LLC’s 3rd Largest Position

SageOak Financial LLC cut its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 6.4% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 353,618 shares of the company’s stock after selling 24,341 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up approximately 13.6% of SageOak Financial LLC’s investment portfolio, making the stock its 3rd largest holding. SageOak Financial LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $16,977,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in DFSD. Red Lighthouse Investment Management LLC purchased 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 Dimensional Short-Duration Fixed Income ETF during the 2nd quarter worth about $45,000. Physician Wealth Advisors Inc. raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 29.5% during the 2nd quarter. Physician Wealth Advisors Inc. now owns 1,687 shares of the company’s stock valued at $81,000 after buying an additional 384 shares during the last quarter. NewEdge Advisors LLC acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF in the 1st quarter valued at about $99,000. Finally, CENTRAL TRUST Co lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 476.9% in the 2nd quarter. CENTRAL TRUST Co now owns 3,750 shares of the company’s stock valued at $180,000 after buying an additional 3,100 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.0%

Dimensional Short-Duration Fixed Income ETF stock opened at $48.30 on Thursday. The business’s 50-day moving average price is $48.31 and its 200 day moving average price is $48.03. Dimensional Short-Duration Fixed Income ETF has a 52 week low of $46.66 and a 52 week high of $48.50.

About Dimensional Short-Duration Fixed Income ETF

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.