Concord Wealth Partners Has $11.17 Million Stock Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Concord Wealth Partners grew its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 9.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 232,998 shares of the company’s stock after acquiring an additional 19,720 shares during the quarter. Dimensional Short-Duration Fixed Income ETF accounts for 1.5% of Concord Wealth Partners’ holdings, making the stock its 15th biggest position. Concord Wealth Partners owned approximately 0.18% of Dimensional Short-Duration Fixed Income ETF worth $11,172,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the company. Focus Partners Advisor Solutions LLC boosted its position in Dimensional Short-Duration Fixed Income ETF by 29.9% during the 3rd quarter. Focus Partners Advisor Solutions LLC now owns 5,061,981 shares of the company’s stock worth $244,071,000 after acquiring an additional 1,165,194 shares during the last quarter. Focus Partners Wealth boosted its position in 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 acquiring an additional 1,002,627 shares during the last quarter. Apella Capital LLC boosted its position in Dimensional Short-Duration Fixed Income ETF by 12.7% during the 4th quarter. Apella Capital LLC now owns 4,509,681 shares of the company’s stock worth $216,239,000 after acquiring an additional 506,782 shares during the last quarter. Savant Capital LLC boosted its position in Dimensional Short-Duration Fixed Income ETF by 13.5% during the 3rd quarter. Savant Capital LLC now owns 4,154,417 shares of the company’s stock worth $200,201,000 after acquiring an additional 493,428 shares during the last quarter. Finally, OneDigital Investment Advisors LLC boosted its position in Dimensional Short-Duration Fixed Income ETF by 5.5% during the 3rd quarter. OneDigital Investment Advisors LLC now owns 3,235,923 shares of the company’s stock worth $155,939,000 after acquiring an additional 167,635 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

NYSEARCA:DFSD opened at $48.00 on Monday. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $47.41 and a twelve month high of $48.51. The business has a 50 day moving average price of $48.09 and a two-hundred day moving average price of $48.13.

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.