Phillips Financial Management LLC Has $65.14 Million Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Phillips Financial Management LLC lifted its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 2.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,356,806 shares of the company’s stock after purchasing an additional 38,284 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for approximately 4.7% of Phillips Financial Management LLC’s portfolio, making the stock its 4th largest position. Phillips Financial Management LLC owned 1.33% of Dimensional Short-Duration Fixed Income ETF worth $65,140,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Rossby Financial LCC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 1st quarter worth approximately $39,000. Retirement Wealth Solutions LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF in the second quarter worth $45,000. Physician Wealth Advisors Inc. lifted its stake in Dimensional Short-Duration Fixed Income ETF by 29.5% in the second quarter. Physician Wealth Advisors Inc. now owns 1,687 shares of the company’s stock worth $81,000 after acquiring an additional 384 shares during the period. NewEdge Advisors LLC bought a new stake in Dimensional Short-Duration Fixed Income ETF in the first quarter valued at $99,000. Finally, Oakworth Capital Inc. purchased a new position in Dimensional Short-Duration Fixed Income ETF during the 1st quarter valued at $142,000.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of NYSEARCA DFSD opened at $48.34 on Wednesday. The firm has a fifty day simple moving average of $48.27 and a two-hundred day simple moving average of $47.92. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $46.66 and a 12 month high of $48.50.

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.