Planning Center Inc. lifted its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 4.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,808,255 shares of the company’s stock after purchasing an additional 114,315 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises approximately 13.6% of Planning Center Inc.’s portfolio, making the stock its 2nd largest position. Planning Center Inc. owned approximately 2.06% of Dimensional Short-Duration Fixed Income ETF worth $134,459,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Williams & Novak LLC raised its stake in Dimensional Short-Duration Fixed Income ETF by 1.4% in the fourth quarter. Williams & Novak LLC now owns 16,648 shares of the company’s stock valued at $798,000 after buying an additional 234 shares in the last quarter. TCI Wealth Advisors Inc. boosted its position in shares of 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 acquiring an additional 237 shares in the last quarter. Washington Trust Advisors Inc. increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 1.2% in the 4th quarter. Washington Trust Advisors Inc. now owns 20,289 shares of the company’s stock valued at $973,000 after acquiring an additional 250 shares during the last quarter. Security Financial Services INC. increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 5.2% in the 4th quarter. Security Financial Services INC. now owns 5,222 shares of the company’s stock valued at $250,000 after acquiring an additional 258 shares during the last quarter. Finally, Silver Oak Securities Incorporated raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 4.7% during the 4th quarter. Silver Oak Securities Incorporated now owns 5,996 shares of the company’s stock worth $288,000 after acquiring an additional 271 shares in the last quarter.
Dimensional Short-Duration Fixed Income ETF Stock Performance
DFSD stock opened at $47.75 on Monday. The business has a 50 day moving average price of $47.83 and a 200 day moving average price of $47.99. Dimensional Short-Duration Fixed Income ETF has a fifty-two week low of $47.50 and a fifty-two week 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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