Mission Wealth Management LP Invests $700,000 in Dimensional Short-Duration Fixed Income ETF $DFSD

Mission Wealth Management LP purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 14,594 shares of the company’s stock, valued at approximately $700,000.

A number of other institutional investors and hedge funds have also bought and sold shares of DFSD. Rachor Investment Advisory Services LLC acquired a new stake in Dimensional Short-Duration Fixed Income ETF in the fourth quarter valued at $67,486,000. Focus Partners Advisor Solutions LLC increased its holdings in Dimensional Short-Duration Fixed Income ETF by 29.9% in the third quarter. Focus Partners Advisor Solutions LLC now owns 5,061,981 shares of the company’s stock valued at $244,071,000 after purchasing an additional 1,165,194 shares during the period. Focus Partners Wealth increased its holdings in Dimensional Short-Duration Fixed Income ETF by 27.2% in the third quarter. Focus Partners Wealth now owns 4,685,892 shares of the company’s stock valued at $226,011,000 after purchasing an additional 1,002,627 shares during the period. 55 North Private Wealth LLC acquired a new stake in Dimensional Short-Duration Fixed Income ETF in the fourth quarter valued at $41,509,000. Finally, Financial Plan Inc. acquired a new stake in Dimensional Short-Duration Fixed Income ETF in the fourth quarter valued at $37,411,000.

Dimensional Short-Duration Fixed Income ETF Stock Performance

NYSEARCA DFSD opened at $47.70 on Thursday. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $47.41 and a twelve month high of $48.51. The stock has a fifty day simple moving average of $47.93 and a 200 day simple moving average of $48.07.

About Dimensional Short-Duration Fixed Income ETF

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.