XY Planning Network Inc. Raises Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

XY Planning Network Inc. increased its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 1,906.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 104,472 shares of the company’s stock after buying an additional 99,264 shares during the period. XY Planning Network Inc. owned about 0.07% of Dimensional Short-Duration Fixed Income ETF worth $4,989,000 at the end of the most recent reporting period.

Other institutional investors also recently added to or reduced their stakes in the company. Cornerstone Wealth Partners LLC purchased a new position in Dimensional Short-Duration Fixed Income ETF in the fourth quarter valued at $17,400,000. Ruedi Wealth Management Inc. grew its stake in Dimensional Short-Duration Fixed Income ETF by 7.4% during the 4th quarter. Ruedi Wealth Management Inc. now owns 1,042,845 shares of the company’s stock worth $50,004,000 after buying an additional 71,749 shares during the last quarter. Torren Management LLC increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 9.7% in the 1st quarter. Torren Management LLC now owns 274,652 shares of the company’s stock valued at $13,150,000 after acquiring an additional 24,182 shares during the period. Oceanside Advisors LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 8.1% in the first quarter. Oceanside Advisors LLC now owns 300,494 shares of the company’s stock valued at $14,388,000 after purchasing an additional 22,523 shares during the period. Finally, Bedel Financial Consulting Inc. acquired a new position in Dimensional Short-Duration Fixed Income ETF in the 2nd quarter valued at about $709,000.

Dimensional Short-Duration Fixed Income ETF Price Performance

NYSEARCA:DFSD opened at $47.17 on Wednesday. The stock’s 50 day simple moving average is $47.43 and its 200-day simple moving average is $47.77. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $47.14 and a 12-month high of $48.51.

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.