Wealthquest Corp Purchases 76,030 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD

Wealthquest Corp grew its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSDFree Report) by 11.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 731,031 shares of the company’s stock after buying an additional 76,030 shares during the period. Dimensional Short-Duration Fixed Income ETF makes up 2.6% of Wealthquest Corp’s holdings, making the stock its 11th biggest position. Wealthquest Corp owned 0.58% of Dimensional Short-Duration Fixed Income ETF worth $35,053,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Williams & Novak LLC increased its position in Dimensional Short-Duration Fixed Income ETF by 1.4% during the 4th quarter. Williams & Novak LLC now owns 16,648 shares of the company’s stock worth $798,000 after buying an additional 234 shares during the period. TCI Wealth Advisors Inc. increased its position in Dimensional Short-Duration Fixed Income ETF by 0.4% during the 4th quarter. TCI Wealth Advisors Inc. now owns 54,343 shares of the company’s stock worth $2,606,000 after buying an additional 237 shares during the period. Washington Trust Advisors Inc. increased its position in Dimensional Short-Duration Fixed Income ETF by 1.2% during the 4th quarter. Washington Trust Advisors Inc. now owns 20,289 shares of the company’s stock worth $973,000 after buying an additional 250 shares during the period. Security Financial Services INC. increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 5.2% in the fourth quarter. Security Financial Services INC. now owns 5,222 shares of the company’s stock worth $250,000 after purchasing an additional 258 shares during the period. Finally, Silver Oak Securities Incorporated increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 4.7% in the fourth quarter. Silver Oak Securities Incorporated now owns 5,996 shares of the company’s stock worth $288,000 after purchasing an additional 271 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of NYSEARCA DFSD opened at $47.70 on Monday. Dimensional Short-Duration Fixed Income ETF has a 52 week low of $47.50 and a 52 week high of $48.51. The stock’s fifty day moving average is $47.91 and its 200 day moving average is $48.06.

Dimensional Short-Duration Fixed Income ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

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