Sax Wealth Advisors LLC Cuts Stock Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Sax Wealth Advisors LLC reduced its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 26.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 351,132 shares of the company’s stock after selling 128,846 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises approximately 0.9% of Sax Wealth Advisors LLC’s portfolio, making the stock its 24th biggest holding. Sax Wealth Advisors LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $16,921,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Red Lighthouse Investment Management LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 2nd quarter valued at $35,000. Retirement Wealth Solutions LLC bought a new position in Dimensional Short-Duration Fixed Income ETF in the second quarter valued at $45,000. Physician Wealth Advisors Inc. raised its position in Dimensional Short-Duration Fixed Income ETF by 29.5% during the second quarter. Physician Wealth Advisors Inc. now owns 1,687 shares of the company’s stock valued at $81,000 after purchasing an additional 384 shares in the last quarter. NewEdge Advisors LLC bought a new stake in Dimensional Short-Duration Fixed Income ETF during the first quarter worth about $99,000. Finally, AdvisorNet Financial Inc boosted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 9.7% in the 3rd quarter. AdvisorNet Financial Inc now owns 2,788 shares of the company’s stock worth $134,000 after purchasing an additional 247 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.1%

Shares of Dimensional Short-Duration Fixed Income ETF stock opened at $48.02 on Wednesday. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $46.66 and a 12 month high of $48.50. The business’s 50-day moving average price is $48.14 and its 200-day moving average price is $48.14.

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.