Dimensional Short-Duration Fixed Income ETF $DFSD Stock Sold by Five Oceans Advisors

Five Oceans Advisors trimmed its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 39.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,069 shares of the company’s stock after selling 19,326 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for 0.5% of Five Oceans Advisors’ holdings, making the stock its 25th largest position. Five Oceans Advisors’ holdings in Dimensional Short-Duration Fixed Income ETF were worth $1,397,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in DFSD. Apella Capital LLC grew its position in Dimensional Short-Duration Fixed Income ETF by 3.3% during the second quarter. Apella Capital LLC now owns 5,420,887 shares of the company’s stock worth $258,522,000 after buying an additional 174,560 shares in the last quarter. Root Financial Partners LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 2.9% during the 3rd quarter. Root Financial Partners LLC now owns 3,742,392 shares of the company’s stock worth $173,916,000 after acquiring an additional 105,307 shares during the period. Beaird Harris Wealth Management LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 2.9% during the 2nd quarter. Beaird Harris Wealth Management LLC now owns 3,199,436 shares of the company’s stock worth $152,773,000 after acquiring an additional 89,730 shares during the period. Planning Center Inc. increased its stake in Dimensional Short-Duration Fixed Income ETF by 4.2% during the 1st quarter. Planning Center Inc. now owns 2,808,255 shares of the company’s stock worth $134,459,000 after acquiring an additional 114,315 shares during the period. Finally, Envestnet Asset Management Inc. raised its holdings in Dimensional Short-Duration Fixed Income ETF by 10.9% in the 2nd quarter. Envestnet Asset Management Inc. now owns 2,683,166 shares of the company’s stock valued at $128,121,000 after acquiring an additional 264,195 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.4%

NYSEARCA:DFSD opened at $46.78 on Friday. Dimensional Short-Duration Fixed Income ETF has a fifty-two week low of $46.39 and a fifty-two week high of $48.51. The stock has a fifty day moving average price of $46.92 and a 200-day moving average price of $47.46.

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.