Family Wealth Partners LLC Increases Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Family Wealth Partners LLC grew its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 6.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 181,953 shares of the company’s stock after acquiring an additional 10,817 shares during the quarter. Dimensional Short-Duration Fixed Income ETF accounts for 3.1% of Family Wealth Partners LLC’s portfolio, making the stock its 12th biggest holding. Family Wealth Partners LLC owned about 0.15% of Dimensional Short-Duration Fixed Income ETF worth $8,725,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently modified their holdings of the company. Focus Partners Advisor Solutions LLC increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 29.9% during the third quarter. Focus Partners Advisor Solutions LLC now owns 5,061,981 shares of the company’s stock valued at $244,071,000 after acquiring an additional 1,165,194 shares in the last quarter. Focus Partners Wealth boosted its stake in Dimensional Short-Duration Fixed Income ETF by 27.2% in 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 in the last quarter. Root Financial Partners LLC boosted its stake in Dimensional Short-Duration Fixed Income ETF by 55.8% in the 3rd quarter. Root Financial Partners LLC now owns 1,857,715 shares of the company’s stock worth $89,523,000 after purchasing an additional 665,421 shares in the last quarter. Apella Capital LLC grew its position in Dimensional Short-Duration Fixed Income ETF by 17.9% during the 3rd quarter. Apella Capital LLC now owns 4,002,899 shares of the company’s stock valued at $194,061,000 after purchasing an additional 606,441 shares during the last quarter. Finally, Wealthquest Corp purchased a new stake in Dimensional Short-Duration Fixed Income ETF during the 2nd quarter valued at about $29,075,000.

Dimensional Short-Duration Fixed Income ETF Stock Performance

NYSEARCA:DFSD opened at $47.64 on Friday. Dimensional Short-Duration Fixed Income ETF has a fifty-two week low of $46.85 and a fifty-two week high of $48.51. The firm has a 50-day simple moving average of $48.15 and a two-hundred day simple moving average of $48.17.

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.