Donalies Financial Planning LLC Acquires New Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Donalies Financial Planning LLC acquired a new stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 14,583 shares of the company’s stock, valued at approximately $699,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Focus Partners Wealth raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 16.2% in the 4th quarter. Focus Partners Wealth now owns 5,445,744 shares of the company’s stock valued at $261,123,000 after purchasing an additional 759,852 shares during the last quarter. Focus Partners Advisor Solutions LLC raised its position in shares of 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 last quarter. Apella Capital LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 12.7% in the 4th quarter. Apella Capital LLC now owns 4,509,681 shares of the company’s stock valued at $216,239,000 after purchasing an additional 506,782 shares during the last quarter. OneDigital Investment Advisors LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 5.5% in the 3rd quarter. OneDigital Investment Advisors LLC now owns 3,235,923 shares of the company’s stock valued at $155,939,000 after purchasing an additional 167,635 shares during the last quarter. Finally, Beaird Harris Wealth Management LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 14.5% in the 3rd quarter. Beaird Harris Wealth Management LLC now owns 2,956,759 shares of the company’s stock valued at $142,486,000 after purchasing an additional 375,323 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Up 0.1%

Shares of Dimensional Short-Duration Fixed Income ETF stock opened at $47.96 on Wednesday. The company has a 50 day moving average price of $47.90 and a 200 day moving average price of $48.02. Dimensional Short-Duration Fixed Income ETF has a 52 week low of $47.50 and a 52 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.