Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) Shares Purchased by Planning Center Inc.

Planning Center Inc. grew its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 1.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,047,397 shares of the company’s stock after purchasing an additional 35,053 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises about 12.2% of Planning Center Inc.’s portfolio, making the stock its 2nd biggest position. Planning Center Inc. owned approximately 3.51% of Dimensional Short-Duration Fixed Income ETF worth $95,982,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Apella Capital LLC boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 57.3% during the 4th quarter. Apella Capital LLC now owns 1,671,180 shares of the company’s stock worth $78,345,000 after purchasing an additional 609,036 shares in the last quarter. Diversified Portfolios Inc. boosted its holdings in Dimensional Short-Duration Fixed Income ETF by 981.9% in the third quarter. Diversified Portfolios Inc. now owns 421,197 shares of the company’s stock worth $20,108,000 after acquiring an additional 382,265 shares in the last quarter. Client 1ST Advisory Group LLC acquired a new stake in Dimensional Short-Duration Fixed Income ETF in the fourth quarter valued at approximately $13,706,000. One Degree Advisors Inc increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 4,951.9% during the third quarter. One Degree Advisors Inc now owns 244,312 shares of the company’s stock valued at $11,673,000 after acquiring an additional 239,476 shares in the last quarter. Finally, Ruedi Wealth Management Inc. lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 63.1% in the 3rd quarter. Ruedi Wealth Management Inc. now owns 597,050 shares of the company’s stock worth $28,503,000 after purchasing an additional 230,951 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

NYSEARCA DFSD opened at $47.12 on Wednesday. The company has a fifty day simple moving average of $47.05 and a 200 day simple moving average of $47.33. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $46.61 and a 12-month high of $47.85.

About Dimensional Short-Duration Fixed Income ETF

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.