Phillips Financial Management LLC Acquires 238,095 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD

Phillips Financial Management LLC lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 15.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,766,837 shares of the company’s stock after acquiring an additional 238,095 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for approximately 5.5% of Phillips Financial Management LLC’s investment portfolio, making the stock its 4th biggest holding. Phillips Financial Management LLC owned approximately 1.40% of Dimensional Short-Duration Fixed Income ETF worth $84,720,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Thrivent Financial for Lutherans acquired a new position in Dimensional Short-Duration Fixed Income ETF during the second quarter worth approximately $2,224,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 24.2% in the 3rd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 120,348 shares of the company’s stock valued at $5,800,000 after purchasing an additional 23,454 shares during the last quarter. Gradient Capital Advisors LLC grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 9.0% in the 3rd quarter. Gradient Capital Advisors LLC now owns 222,452 shares of the company’s stock valued at $10,720,000 after purchasing an additional 18,281 shares during the last quarter. CogentBlue Wealth Advisors LLC grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 31.7% in the 3rd quarter. CogentBlue Wealth Advisors LLC now owns 90,282 shares of the company’s stock valued at $4,351,000 after purchasing an additional 21,706 shares during the last quarter. Finally, Burk Holdings LLC grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 12.1% in the 3rd quarter. Burk Holdings LLC now owns 118,145 shares of the company’s stock valued at $5,693,000 after purchasing an additional 12,738 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.3%

Shares of DFSD stock opened at $48.21 on Friday. The business’s 50 day moving average is $48.12 and its two-hundred day moving average is $48.14. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $47.33 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.