Essential Planning LLC. Boosts Stock Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Essential Planning LLC. increased its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 43.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 205,188 shares of the company’s stock after buying an additional 61,762 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises approximately 3.1% of Essential Planning LLC.’s holdings, making the stock its 7th largest position. Essential Planning LLC. owned approximately 0.16% of Dimensional Short-Duration Fixed Income ETF worth $9,839,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of DFSD. Great Waters Wealth Management lifted its holdings in Dimensional Short-Duration Fixed Income ETF by 10.5% in the 4th quarter. Great Waters Wealth Management now owns 1,559,797 shares of the company’s stock valued at $74,792,000 after acquiring an additional 148,092 shares during the last quarter. White Wing Wealth Management grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 20.2% in the 4th quarter. White Wing Wealth Management now owns 135,958 shares of the company’s stock worth $6,519,000 after purchasing an additional 22,824 shares during the last quarter. Brady Martz Wealth Solutions LLC grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 7.9% in the 4th quarter. Brady Martz Wealth Solutions LLC now owns 322,913 shares of the company’s stock worth $15,484,000 after purchasing an additional 23,709 shares during the last quarter. Parkwoods Wealth Partners LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 145.7% in the 4th quarter. Parkwoods Wealth Partners LLC now owns 238,468 shares of the company’s stock worth $11,435,000 after purchasing an additional 141,406 shares in the last quarter. Finally, 25 LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 4th quarter worth approximately $206,000.

Dimensional Short-Duration Fixed Income ETF Price Performance

DFSD stock opened at $47.88 on Wednesday. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $46.85 and a 12 month high of $48.51. The firm has a 50 day simple moving average of $48.14 and a 200 day simple moving average of $48.16.

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.