Approach Retirement Advisors LLC Makes New Investment in Dimensional Short-Duration Fixed Income ETF $DFSD

Approach Retirement Advisors LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 136,439 shares of the company’s stock, valued at approximately $6,542,000. Dimensional Short-Duration Fixed Income ETF makes up approximately 5.6% of Approach Retirement Advisors LLC’s holdings, making the stock its 3rd biggest holding. Approach Retirement Advisors LLC owned 0.11% of Dimensional Short-Duration Fixed Income ETF at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Focus Partners Advisor Solutions LLC lifted its position in Dimensional Short-Duration Fixed Income ETF by 29.9% in the third quarter. Focus Partners Advisor Solutions LLC now owns 5,061,981 shares of the company’s stock worth $244,071,000 after buying an additional 1,165,194 shares during the last quarter. Focus Partners Wealth boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 27.2% during the 3rd quarter. Focus Partners Wealth now owns 4,685,892 shares of the company’s stock worth $226,011,000 after purchasing an additional 1,002,627 shares during the period. 55 North Private Wealth LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF during the 4th quarter worth about $41,509,000. Financial Plan Inc. bought a new position in Dimensional Short-Duration Fixed Income ETF during the 4th quarter valued at about $37,411,000. Finally, Root Financial Partners LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF by 55.8% during the 3rd quarter. Root Financial Partners LLC now owns 1,857,715 shares of the company’s stock valued at $89,523,000 after purchasing an additional 665,421 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

Dimensional Short-Duration Fixed Income ETF stock opened at $48.00 on Friday. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $47.41 and a 1-year high of $48.51. The company’s 50-day moving average is $48.09 and its 200 day moving average is $48.13.

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.