Dimensional Short-Duration Fixed Income ETF $DFSD is Planning Center Inc.’s 2nd Largest Position

Planning Center Inc. raised its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 4.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,808,255 shares of the company’s stock after acquiring an additional 114,315 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for approximately 13.6% of Planning Center Inc.’s portfolio, making the stock its 2nd largest position. Planning Center Inc.’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $134,459,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. VSM Wealth Advisory LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the fourth quarter worth about $50,000. Advisory Services Network LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 3rd quarter valued at about $59,000. Tradewinds Capital Management LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at about $81,000. Topsail Wealth Management LLC purchased a new position in Dimensional Short-Duration Fixed Income ETF during the 1st quarter worth approximately $92,000. Finally, NewEdge Advisors LLC purchased a new position in Dimensional Short-Duration Fixed Income ETF during the 1st quarter worth approximately $99,000.

Dimensional Short-Duration Fixed Income ETF Price Performance

DFSD opened at $47.75 on Monday. Dimensional Short-Duration Fixed Income ETF has a 52 week low of $47.50 and a 52 week high of $48.51. The business’s 50 day moving average is $47.83 and its two-hundred day moving average is $47.99.

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.