Disciplined Investments LLC Has $7.29 Million Stock Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Disciplined Investments LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 37.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 151,836 shares of the company’s stock after acquiring an additional 41,508 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for approximately 3.1% of Disciplined Investments LLC’s holdings, making the stock its 9th biggest holding. Disciplined Investments LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $7,290,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Porter White Investment Advisors Inc. lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 16.0% in the 2nd quarter. Porter White Investment Advisors Inc. now owns 49,004 shares of the company’s stock valued at $2,353,000 after acquiring an additional 6,757 shares during the last quarter. LPL Financial LLC lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 10.0% in the 1st quarter. LPL Financial LLC now owns 256,502 shares of the company’s stock valued at $12,189,000 after acquiring an additional 23,215 shares during the last quarter. SC&H Financial Advisors Inc. lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 4.7% in the 2nd quarter. SC&H Financial Advisors Inc. now owns 280,649 shares of the company’s stock valued at $13,474,000 after acquiring an additional 12,578 shares during the last quarter. Cambridge Investment Research Advisors Inc. lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 12.7% in the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 80,635 shares of the company’s stock valued at $3,832,000 after acquiring an additional 9,071 shares during the last quarter. Finally, Atria Wealth Solutions Inc. lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 24.7% in the 1st quarter. Atria Wealth Solutions Inc. now owns 21,885 shares of the company’s stock valued at $1,040,000 after acquiring an additional 4,338 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.1%

Shares of NYSEARCA:DFSD opened at $48.45 on Friday. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $46.66 and a 12 month high of $48.49. The company has a 50-day moving average price of $48.26 and a 200 day moving average price of $47.91.

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.