Baker Tilly Wealth Management LLC Invests $2.53 Million in Dimensional Short-Duration Fixed Income ETF $DFSD

Baker Tilly Wealth Management LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 52,538 shares of the company’s stock, valued at approximately $2,532,000.

A number of other large investors have also added to or reduced their stakes in DFSD. Curio Wealth LLC increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 192,929.4% in the second quarter. Curio Wealth LLC now owns 760,536 shares of the company’s stock worth $36,513,000 after purchasing an additional 760,142 shares during the period. Elser Financial Planning Inc acquired a new stake in Dimensional Short-Duration Fixed Income ETF during the second quarter worth about $35,636,000. Apella Capital LLC grew its stake in Dimensional Short-Duration Fixed Income ETF by 26.1% during the second quarter. Apella Capital LLC now owns 3,396,458 shares of the company’s stock worth $162,758,000 after buying an additional 702,057 shares in the last quarter. Savant Capital LLC increased its holdings in Dimensional Short-Duration Fixed Income ETF by 20.7% in the 2nd quarter. Savant Capital LLC now owns 3,660,989 shares of the company’s stock valued at $175,764,000 after buying an additional 627,337 shares during the period. Finally, Wealthquest Corp acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF in the 2nd quarter valued at approximately $29,075,000.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of Dimensional Short-Duration Fixed Income ETF stock opened at $47.92 on Friday. The company has a 50 day moving average of $48.21 and a 200-day moving average of $48.12. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $46.66 and a 1-year high of $48.50.

About Dimensional Short-Duration Fixed Income ETF

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.