Cypress Financial Planning LLC Invests $1.30 Million in Dimensional Short-Duration Fixed Income ETF $DFSD

Cypress Financial Planning LLC acquired a new position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 27,163 shares of the company’s stock, valued at approximately $1,302,000. Dimensional Short-Duration Fixed Income ETF makes up approximately 0.4% of Cypress Financial Planning LLC’s holdings, making the stock its 29th biggest holding.

Other large investors have also recently added to or reduced their stakes in the company. Advisory Services Network LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the third quarter valued at $59,000. Tradewinds Capital Management LLC acquired a new position in Dimensional Short-Duration Fixed Income ETF during the fourth quarter worth about $81,000. NewEdge Advisors LLC bought a new stake in Dimensional Short-Duration Fixed Income ETF in the first quarter worth about $99,000. National Bank of Canada FI raised its position in Dimensional Short-Duration Fixed Income ETF by 154.9% in the third quarter. National Bank of Canada FI now owns 2,182 shares of the company’s stock worth $105,000 after acquiring an additional 1,326 shares in the last quarter. Finally, AdvisorNet Financial Inc lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 9.7% in the 3rd quarter. AdvisorNet Financial Inc now owns 2,788 shares of the company’s stock valued at $134,000 after acquiring an additional 247 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

NYSEARCA:DFSD opened at $47.64 on Friday. The company has a 50-day moving average of $48.15 and a 200-day moving average of $48.17. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.85 and a twelve month high of $48.51.

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.