Dimensional Short-Duration Fixed Income ETF $DFSD Holdings Boosted by Allegiance Financial Group Advisory Services LLC

Allegiance Financial Group Advisory Services LLC boosted its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 15.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 431,825 shares of the company’s stock after buying an additional 57,602 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up about 4.8% of Allegiance Financial Group Advisory Services LLC’s investment portfolio, making the stock its 7th largest holding. Allegiance Financial Group Advisory Services LLC owned approximately 0.38% of Dimensional Short-Duration Fixed Income ETF worth $20,810,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Security Financial Services INC. grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 5.2% during the 3rd quarter. Security Financial Services INC. now owns 4,964 shares of the company’s stock valued at $239,000 after acquiring an additional 245 shares during the period. AdvisorNet Financial Inc lifted 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 purchasing an additional 247 shares in the last quarter. Sutton Place Investors LLC lifted its position in Dimensional Short-Duration Fixed Income ETF by 0.7% during the third quarter. Sutton Place Investors LLC now owns 38,822 shares of the company’s stock valued at $1,871,000 after purchasing an additional 278 shares in the last quarter. IFG Advisory LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF by 2.8% during the second quarter. IFG Advisory LLC now owns 11,551 shares of the company’s stock valued at $555,000 after purchasing an additional 320 shares during the period. Finally, Foundations Investment Advisors LLC increased its position in Dimensional Short-Duration Fixed Income ETF by 3.2% in the second quarter. Foundations Investment Advisors LLC now owns 11,159 shares of the company’s stock worth $536,000 after buying an additional 345 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.1%

NYSEARCA DFSD opened at $47.96 on Wednesday. The stock’s 50-day moving average price is $48.07 and its 200-day moving average price is $48.15. Dimensional Short-Duration Fixed Income ETF has a 52 week low of $46.72 and a 52 week 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.