Dimensional Short-Duration Fixed Income ETF $DFSD Holdings Lifted by Root Financial Partners LLC

Root Financial Partners LLC increased its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 33.7% during the fourth quarter, Holdings Channel reports. The firm owned 2,484,523 shares of the company’s stock after acquiring an additional 626,808 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up 6.1% of Root Financial Partners LLC’s portfolio, making the stock its 3rd biggest holding. Root Financial Partners LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $119,133,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in the business. Cogent Private Wealth Inc. purchased a new position in Dimensional Short-Duration Fixed Income ETF in the 4th quarter worth approximately $362,000. Keyes Stange & Wooten Wealth Management LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 5.0% in the 4th quarter. Keyes Stange & Wooten Wealth Management LLC now owns 549,152 shares of the company’s stock worth $26,332,000 after purchasing an additional 26,089 shares in the last quarter. CFS Investment Advisory Services LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 6.5% in the 4th quarter. CFS Investment Advisory Services LLC now owns 150,686 shares of the company’s stock worth $7,225,000 after purchasing an additional 9,252 shares in the last quarter. Foundations Investment Advisors LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 41.1% during the 4th quarter. Foundations Investment Advisors LLC now owns 97,883 shares of the company’s stock worth $4,693,000 after acquiring an additional 28,507 shares in the last quarter. Finally, Barry Investment Advisors LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 15.9% during the 4th quarter. Barry Investment Advisors LLC now owns 48,882 shares of the company’s stock worth $2,344,000 after acquiring an additional 6,704 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.1%

Shares of DFSD opened at $47.87 on Tuesday. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $47.50 and a 1 year high of $48.51. The business’s 50 day simple moving average is $47.89 and its 200-day simple moving average is $48.05.

Dimensional Short-Duration Fixed Income ETF Company 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.