Valued Wealth Advisors LLC Has $26.70 Million Stock Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Valued Wealth Advisors LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 2.1% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 557,734 shares of the company’s stock after purchasing an additional 11,299 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises approximately 10.8% of Valued Wealth Advisors LLC’s investment portfolio, making the stock its 4th biggest holding. Valued Wealth Advisors LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $26,704,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in DFSD. Williams & Novak LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 1.4% in the 4th quarter. Williams & Novak LLC now owns 16,648 shares of the company’s stock valued at $798,000 after buying an additional 234 shares during the last quarter. TCI Wealth Advisors Inc. lifted its position in Dimensional Short-Duration Fixed Income ETF by 0.4% during the 4th quarter. TCI Wealth Advisors Inc. now owns 54,343 shares of the company’s stock worth $2,606,000 after buying an additional 237 shares in the last quarter. Washington Trust Advisors Inc. boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 1.2% during the 4th quarter. Washington Trust Advisors Inc. now owns 20,289 shares of the company’s stock worth $973,000 after buying an additional 250 shares during the last quarter. Security Financial Services INC. boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 5.2% during the 4th quarter. Security Financial Services INC. now owns 5,222 shares of the company’s stock worth $250,000 after buying an additional 258 shares during the last quarter. Finally, Silver Oak Securities Incorporated grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 4.7% in the 4th quarter. Silver Oak Securities Incorporated now owns 5,996 shares of the company’s stock valued at $288,000 after acquiring an additional 271 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Up 0.1%

NYSEARCA:DFSD opened at $47.69 on Friday. The stock’s 50-day simple moving average is $47.81 and its 200 day simple moving average is $47.98. 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 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.