Dimensional Short-Duration Fixed Income ETF $DFSD is Root Financial Partners LLC’s 3rd Largest Position

Root Financial Partners LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSDFree Report) by 33.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,484,523 shares of the company’s stock after purchasing an additional 626,808 shares during the quarter. Dimensional Short-Duration Fixed Income ETF accounts for approximately 6.1% of Root Financial Partners LLC’s holdings, making the stock its 3rd biggest position. Root Financial Partners LLC owned approximately 1.95% of Dimensional Short-Duration Fixed Income ETF worth $119,133,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. VSM Wealth Advisory LLC purchased a new position in Dimensional Short-Duration Fixed Income ETF in the 4th quarter worth about $50,000. Advisory Services Network LLC purchased a new position in Dimensional Short-Duration Fixed Income ETF in the 3rd quarter worth about $59,000. Tradewinds Capital Management LLC purchased a new position in Dimensional Short-Duration Fixed Income ETF in the 4th quarter worth about $81,000. NewEdge Advisors LLC purchased a new position in Dimensional Short-Duration Fixed Income ETF in the 1st quarter worth about $99,000. Finally, National Bank of Canada FI raised its position in Dimensional Short-Duration Fixed Income ETF by 154.9% in the 3rd quarter. National Bank of Canada FI now owns 2,182 shares of the company’s stock worth $105,000 after buying an additional 1,326 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of NYSEARCA:DFSD opened at $47.87 on Tuesday. Dimensional Short-Duration Fixed Income ETF has a fifty-two week low of $47.50 and a fifty-two week high of $48.51. The business has a 50-day simple moving average of $47.89 and a two-hundred day simple moving average of $48.05.

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.

See Also

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

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