Meredith Wealth Planning Increases Stock Holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Meredith Wealth Planning raised its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 15.6% in the fourth quarter, Holdings Channel reports. The firm owned 55,785 shares of the company’s stock after purchasing an additional 7,523 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for 1.2% of Meredith Wealth Planning’s investment portfolio, making the stock its 14th largest holding. Meredith Wealth Planning’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $2,615,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the business. AdvisorNet Financial Inc lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 31.4% during the 4th quarter. AdvisorNet Financial Inc now owns 1,710 shares of the company’s stock worth $80,000 after purchasing an additional 409 shares in the last quarter. Aptus Capital Advisors LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF during the 3rd quarter valued at about $97,000. MilWealth Group LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 636.1% during the 4th quarter. MilWealth Group LLC now owns 4,277 shares of the company’s stock valued at $201,000 after buying an additional 3,696 shares in the last quarter. Builder Investment Group Inc. ADV purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF during the 3rd quarter valued at about $202,000. Finally, Merit Financial Group LLC bought a new position in Dimensional Short-Duration Fixed Income ETF during the 4th quarter worth approximately $211,000.

Dimensional Short-Duration Fixed Income ETF Stock Performance

DFSD opened at $47.27 on Monday. The stock’s 50 day simple moving average is $47.03 and its 200 day simple moving average is $47.33. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $46.61 and a 1 year high of $47.85.

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.