Foundations Investment Advisors LLC Boosts Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Foundations Investment Advisors LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 41.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 97,883 shares of the company’s stock after buying an additional 28,507 shares during the period. Foundations Investment Advisors LLC owned about 0.08% of Dimensional Short-Duration Fixed Income ETF worth $4,693,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in DFSD. Index Fund Advisors Inc. increased its stake in shares of Dimensional Short-Duration Fixed Income ETF by 72.3% in the fourth quarter. Index Fund Advisors Inc. now owns 65,713 shares of the company’s stock worth $3,151,000 after purchasing an additional 27,565 shares in the last quarter. Signature Resources Capital Management LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF by 11.1% in the fourth quarter. Signature Resources Capital Management LLC now owns 681,517 shares of the company’s stock worth $32,679,000 after purchasing an additional 68,016 shares in the last quarter. Burk Holdings LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF by 12.1% in the third quarter. Burk Holdings LLC now owns 118,145 shares of the company’s stock worth $5,693,000 after purchasing an additional 12,738 shares in the last quarter. BOS Asset Management LLC boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 33.5% in the fourth quarter. BOS Asset Management LLC now owns 81,903 shares of the company’s stock valued at $3,927,000 after acquiring an additional 20,531 shares during the period. Finally, EverSource Wealth Advisors LLC boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 25.2% in the third quarter. EverSource Wealth Advisors LLC now owns 194,371 shares of the company’s stock valued at $9,367,000 after acquiring an additional 39,105 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Performance

DFSD stock opened at $47.84 on Friday. The firm has a 50 day moving average of $47.89 and a 200-day moving average of $48.05. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $47.50 and a 12 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.