Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) is Phillips Financial Management LLC’s 3rd Largest Position

Phillips Financial Management LLC boosted its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 43.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 1,229,932 shares of the company’s stock after buying an additional 369,847 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises 4.5% of Phillips Financial Management LLC’s holdings, making the stock its 3rd largest holding. Phillips Financial Management LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $57,659,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Apollon Wealth Management LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 0.4% in the third quarter. Apollon Wealth Management LLC now owns 64,670 shares of the company’s stock worth $3,087,000 after buying an additional 264 shares during the period. Global Retirement Partners LLC lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 30.7% during the fourth quarter. Global Retirement Partners LLC now owns 1,650 shares of the company’s stock valued at $77,000 after purchasing an additional 388 shares during the last quarter. AdvisorNet Financial Inc lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 31.4% during the fourth quarter. AdvisorNet Financial Inc now owns 1,710 shares of the company’s stock valued at $80,000 after purchasing an additional 409 shares during the last quarter. HFG Wealth Management LLC lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 3.9% during the fourth quarter. HFG Wealth Management LLC now owns 13,507 shares of the company’s stock valued at $645,000 after purchasing an additional 502 shares during the last quarter. Finally, Rialto Wealth Management LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF during the fourth quarter valued at approximately $26,000.

Dimensional Short-Duration Fixed Income ETF Trading Down 0.1 %

DFSD stock opened at $47.35 on Thursday. The firm has a 50 day moving average price of $47.13 and a 200-day moving average price of $47.31. Dimensional Short-Duration Fixed Income ETF has a 52-week low of $46.61 and a 52-week 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.