Dimensional Short-Duration Fixed Income ETF $DFSD Holdings Boosted by Werba Rubin Papier Wealth Management

Werba Rubin Papier Wealth Management lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 21.1% during the third quarter, HoldingsChannel.com reports. The firm owned 334,794 shares of the company’s stock after purchasing an additional 58,287 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up 1.8% of Werba Rubin Papier Wealth Management’s portfolio, making the stock its 12th largest position. Werba Rubin Papier Wealth Management’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $15,559,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in DFSD. Apella Capital LLC boosted its stake in Dimensional Short-Duration Fixed Income ETF by 3.3% in the 2nd quarter. Apella Capital LLC now owns 5,420,887 shares of the company’s stock worth $258,522,000 after purchasing an additional 174,560 shares during the period. Root Financial Partners LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF by 2.9% during the 3rd quarter. Root Financial Partners LLC now owns 3,742,392 shares of the company’s stock valued at $173,916,000 after buying an additional 105,307 shares in the last quarter. Vise Technologies Inc. increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 4.8% during the third quarter. Vise Technologies Inc. now owns 3,658,642 shares of the company’s stock valued at $170,024,000 after buying an additional 167,859 shares during the period. Beaird Harris Wealth Management LLC increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 2.9% during the second quarter. Beaird Harris Wealth Management LLC now owns 3,199,436 shares of the company’s stock valued at $152,773,000 after buying an additional 89,730 shares during the period. Finally, Envestnet Asset Management Inc. increased its position in shares of Dimensional Short-Duration Fixed Income ETF by 10.9% during the second quarter. Envestnet Asset Management Inc. now owns 2,683,166 shares of the company’s stock valued at $128,121,000 after buying an additional 264,195 shares during the period.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of Dimensional Short-Duration Fixed Income ETF stock opened at $46.69 on Friday. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $46.39 and a 12-month high of $48.51. The company’s 50-day moving average price is $46.78 and its 200-day moving average price is $47.57.

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.