Dimensional Short-Duration Fixed Income ETF $DFSD Shares Bought by Root Financial Partners LLC

Root Financial Partners LLC grew its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 55.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,857,715 shares of the company’s stock after acquiring an additional 665,421 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises approximately 5.5% of Root Financial Partners LLC’s portfolio, making the stock its 3rd biggest holding. Root Financial Partners LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $89,523,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. AQR Capital Management LLC raised its stake in Dimensional Short-Duration Fixed Income ETF by 26.2% in the 1st quarter. AQR Capital Management LLC now owns 51,462 shares of the company’s stock valued at $2,445,000 after purchasing an additional 10,676 shares during the last quarter. NewEdge Advisors LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the first quarter worth about $99,000. Jane Street Group LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 290.0% in the first quarter. Jane Street Group LLC now owns 140,878 shares of the company’s stock valued at $6,695,000 after buying an additional 104,758 shares during the last quarter. Wealth Enhancement Advisory Services LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 4.2% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 173,709 shares of the company’s stock valued at $8,328,000 after buying an additional 7,000 shares during the last quarter. Finally, Physician Wealth Advisors Inc. lifted its stake in shares of 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 valued at $81,000 after buying an additional 384 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of NYSEARCA DFSD opened at $48.00 on Tuesday. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $46.72 and a 1 year high of $48.50. The firm’s 50 day moving average price is $48.07 and its 200 day moving average price is $48.15.

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.