780,212 Shares in Dimensional Short-Duration Fixed Income ETF $DFSD Bought by Financial Plan Inc.

Financial Plan Inc. bought a new position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund bought 780,212 shares of the company’s stock, valued at approximately $37,411,000. Dimensional Short-Duration Fixed Income ETF makes up about 4.3% of Financial Plan Inc.’s investment portfolio, making the stock its 6th biggest position. Financial Plan Inc. owned 0.62% of Dimensional Short-Duration Fixed Income ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of DFSD. Thrivent Financial for Lutherans purchased a new stake in Dimensional Short-Duration Fixed Income ETF during the 2nd quarter worth about $2,224,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 24.2% during the 3rd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 120,348 shares of the company’s stock worth $5,800,000 after buying an additional 23,454 shares during the last quarter. Gradient Capital Advisors LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 9.0% during the 3rd quarter. Gradient Capital Advisors LLC now owns 222,452 shares of the company’s stock worth $10,720,000 after buying an additional 18,281 shares during the last quarter. Burk Holdings LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 12.1% during the 3rd quarter. Burk Holdings LLC now owns 118,145 shares of the company’s stock worth $5,693,000 after buying an additional 12,738 shares during the last quarter. Finally, Signature Resources Capital Management LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 11.1% during the 4th quarter. Signature Resources Capital Management LLC now owns 681,517 shares of the company’s stock worth $32,679,000 after buying an additional 68,016 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.5%

Shares of NYSEARCA DFSD opened at $47.95 on Wednesday. The business has a 50-day moving average of $48.11 and a two-hundred day moving average of $48.13. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $47.33 and a 1 year high of $48.51.

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.