210,579 Shares in Dimensional Short-Duration Fixed Income ETF $DFSD Acquired by Discipline Wealth Solutions LLC

Discipline Wealth Solutions LLC purchased a new position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the third quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 210,579 shares of the company’s stock, valued at approximately $10,148,000. Dimensional Short-Duration Fixed Income ETF accounts for 2.7% of Discipline Wealth Solutions LLC’s portfolio, making the stock its 9th largest holding. Discipline Wealth Solutions LLC owned 0.19% of Dimensional Short-Duration Fixed Income ETF as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of the company. Security Financial Services INC. grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 5.2% in the 3rd quarter. Security Financial Services INC. now owns 4,964 shares of the company’s stock worth $239,000 after acquiring an additional 245 shares during the last quarter. AdvisorNet Financial Inc raised its position in Dimensional Short-Duration Fixed Income ETF by 9.7% during the third quarter. AdvisorNet Financial Inc now owns 2,788 shares of the company’s stock valued at $134,000 after buying an additional 247 shares during the period. IFG Advisory LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 2.8% in the 2nd quarter. IFG Advisory LLC now owns 11,551 shares of the company’s stock worth $555,000 after acquiring an additional 320 shares in the last quarter. Foundations Investment Advisors LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 3.2% in the 2nd quarter. Foundations Investment Advisors LLC now owns 11,159 shares of the company’s stock worth $536,000 after acquiring an additional 345 shares in the last quarter. Finally, Physician Wealth Advisors Inc. boosted its position in Dimensional Short-Duration Fixed Income ETF by 29.5% during the 2nd quarter. Physician Wealth Advisors Inc. now owns 1,687 shares of the company’s stock worth $81,000 after acquiring an additional 384 shares during the period.

Dimensional Short-Duration Fixed Income ETF Trading Down 0.1%

Shares of DFSD opened at $47.95 on Friday. The business’s 50-day moving average is $48.13 and its 200-day moving average is $48.14. Dimensional Short-Duration Fixed Income ETF has a fifty-two week low of $46.66 and a fifty-two week high of $48.50.

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.