Sax Wealth Advisors LLC lessened its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 78.4% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 197,358 shares of the company’s stock after selling 716,860 shares during the quarter. Sax Wealth Advisors LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $9,172,000 at the end of the most recent quarter.
Other institutional investors have also modified their holdings of the company. Apella Capital LLC grew its stake in Dimensional Short-Duration Fixed Income ETF by 3.3% during the 2nd quarter. Apella Capital LLC now owns 5,420,887 shares of the company’s stock worth $258,522,000 after purchasing an additional 174,560 shares in the last quarter. Beaird Harris Wealth Management LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 8.4% in the fourth quarter. Beaird Harris Wealth Management LLC now owns 3,204,807 shares of the company’s stock valued at $153,670,000 after buying an additional 248,048 shares during the last quarter. Root Financial Partners LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 20.4% in the 1st quarter. Root Financial Partners LLC now owns 2,991,136 shares of the company’s stock valued at $143,216,000 after buying an additional 506,613 shares during the period. Planning Center Inc. raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 4.2% during the 1st quarter. Planning Center Inc. now owns 2,808,255 shares of the company’s stock worth $134,459,000 after buying an additional 114,315 shares in the last quarter. Finally, Envestnet Asset Management Inc. increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 10.9% in the 2nd quarter. Envestnet Asset Management Inc. now owns 2,683,166 shares of the company’s stock valued at $128,121,000 after purchasing an additional 264,195 shares in the last quarter.
Dimensional Short-Duration Fixed Income ETF Trading Down 0.0%
Shares of NYSEARCA:DFSD traded down $0.01 during midday trading on Tuesday, hitting $46.66. 239,975 shares of the stock were exchanged, compared to its average volume of 539,849. The company has a 50 day moving average price of $47.03 and a 200-day moving average price of $47.52. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.39 and a twelve month high of $48.51.
Dimensional Short-Duration Fixed Income ETF 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.
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Want to see what other hedge funds are holding DFSD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report).
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