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

Wealthquest Corp lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 11.6% in the 4th quarter, HoldingsChannel.com reports. The institutional investor 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 accounts for about 2.6% of Wealthquest Corp’s investment portfolio, making the stock its 11th biggest holding. Wealthquest Corp’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $35,053,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of DFSD. Rachor Investment Advisory Services LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the fourth quarter valued at approximately $67,486,000. Focus Partners Advisor Solutions LLC grew its stake in Dimensional Short-Duration Fixed Income ETF by 29.9% in the 3rd quarter. Focus Partners Advisor Solutions LLC now owns 5,061,981 shares of the company’s stock valued at $244,071,000 after purchasing an additional 1,165,194 shares during the period. Focus Partners Wealth grew its stake in Dimensional Short-Duration Fixed Income ETF by 27.2% in the 3rd quarter. Focus Partners Wealth now owns 4,685,892 shares of the company’s stock valued at $226,011,000 after purchasing an additional 1,002,627 shares during the period. 55 North Private Wealth LLC bought a new position in Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at $41,509,000. Finally, Financial Plan Inc. purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF during the 4th quarter valued at $37,411,000.

Dimensional Short-Duration Fixed Income ETF Price Performance

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

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.