Sax Wealth Advisors LLC Sells 128,846 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD

Sax Wealth Advisors LLC reduced its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 26.8% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 351,132 shares of the company’s stock after selling 128,846 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for approximately 0.9% of Sax Wealth Advisors LLC’s investment portfolio, making the stock its 24th biggest position. Sax Wealth Advisors LLC owned approximately 0.31% of Dimensional Short-Duration Fixed Income ETF worth $16,921,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in DFSD. Security Financial Services INC. lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 5.2% in the third quarter. Security Financial Services INC. now owns 4,964 shares of the company’s stock valued at $239,000 after buying an additional 245 shares during the period. AdvisorNet Financial Inc increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 9.7% during the third quarter. AdvisorNet Financial Inc now owns 2,788 shares of the company’s stock valued at $134,000 after acquiring an additional 247 shares in the last quarter. IFG Advisory LLC lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 2.8% in the 2nd quarter. IFG Advisory LLC now owns 11,551 shares of the company’s stock worth $555,000 after purchasing an additional 320 shares in the last quarter. Foundations Investment Advisors LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 3.2% during the 2nd quarter. Foundations Investment Advisors LLC now owns 11,159 shares of the company’s stock valued at $536,000 after purchasing an additional 345 shares in the last quarter. Finally, Physician Wealth Advisors Inc. raised its holdings in Dimensional Short-Duration Fixed Income ETF by 29.5% during the second quarter. Physician Wealth Advisors Inc. now owns 1,687 shares of the company’s stock worth $81,000 after buying an additional 384 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.1%

DFSD stock opened at $48.02 on Wednesday. Dimensional Short-Duration Fixed Income ETF has a 52-week low of $46.66 and a 52-week high of $48.50. The business has a 50-day simple moving average of $48.14 and a two-hundred day simple moving average of $48.14.

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.