Dimensional Short-Duration Fixed Income ETF $DFSD is Phillips Financial Management LLC’s 4th Largest Position

Phillips Financial Management LLC lifted its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 12.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,528,742 shares of the company’s stock after buying an additional 171,936 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up about 4.9% of Phillips Financial Management LLC’s portfolio, making the stock its 4th biggest position. Phillips Financial Management LLC owned 1.36% of Dimensional Short-Duration Fixed Income ETF worth $73,670,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Security Financial Services INC. grew its position in Dimensional Short-Duration Fixed Income ETF by 5.2% in 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 last quarter. AdvisorNet Financial Inc boosted its stake in shares of 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 during the period. IFG Advisory LLC boosted its stake in shares of 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. Foundations Investment Advisors LLC grew its holdings in shares of 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 purchasing an additional 345 shares during the last quarter. Finally, Physician Wealth Advisors Inc. increased its stake in Dimensional Short-Duration Fixed Income ETF by 29.5% in the 2nd quarter. Physician Wealth Advisors Inc. now owns 1,687 shares of the company’s stock worth $81,000 after buying an additional 384 shares during the period.

Dimensional Short-Duration Fixed Income ETF Trading Down 0.0%

Shares of DFSD opened at $47.98 on Friday. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $46.66 and a 1-year high of $48.50. The company has a 50-day moving average of $48.10 and a 200 day moving average of $48.14.

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.