Dimensional Short-Duration Fixed Income ETF $DFSD Stake Increased by Phillips Financial Management LLC

Phillips Financial Management LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 15.6% during the fourth quarter, Holdings Channel reports. The institutional investor owned 1,766,837 shares of the company’s stock after purchasing an additional 238,095 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises 5.5% of Phillips Financial Management LLC’s investment portfolio, making the stock its 4th biggest holding. Phillips Financial Management LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $84,720,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently modified their holdings of the company. Advisory Services Network LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the third quarter valued at approximately $59,000. Tradewinds Capital Management LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the fourth quarter valued at approximately $81,000. NewEdge Advisors LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the first quarter valued at approximately $99,000. National Bank of Canada FI boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 154.9% in the third quarter. National Bank of Canada FI now owns 2,182 shares of the company’s stock valued at $105,000 after buying an additional 1,326 shares in the last quarter. Finally, AdvisorNet Financial Inc boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 9.7% in the third quarter. AdvisorNet Financial Inc now owns 2,788 shares of the company’s stock valued at $134,000 after buying an additional 247 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Dimensional Short-Duration Fixed Income ETF stock opened at $48.21 on Friday. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $47.33 and a 1-year high of $48.51. The stock’s 50 day moving average price is $48.12 and its 200 day moving average price is $48.14.

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.