Discipline Wealth Solutions LLC Has $12.70 Million Stock Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Discipline Wealth Solutions LLC boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 19.0% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 265,210 shares of the company’s stock after purchasing an additional 42,255 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for about 1.3% of Discipline Wealth Solutions LLC’s investment portfolio, making the stock its 20th biggest holding. Discipline Wealth Solutions LLC owned 0.20% of Dimensional Short-Duration Fixed Income ETF worth $12,698,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. AdvisorNet Financial Inc grew its holdings in Dimensional Short-Duration Fixed Income ETF by 7.4% during the first quarter. AdvisorNet Financial Inc now owns 4,617 shares of the company’s stock worth $221,000 after purchasing an additional 317 shares during the period. Kaufman Rossin Wealth LLC grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 35.7% during the 1st quarter. Kaufman Rossin Wealth LLC now owns 59,881 shares of the company’s stock worth $2,867,000 after purchasing an additional 15,768 shares in the last quarter. Stewardship Advisors LLC grew its position in Dimensional Short-Duration Fixed Income ETF by 3.9% during the first quarter. Stewardship Advisors LLC now owns 11,333 shares of the company’s stock worth $543,000 after buying an additional 423 shares in the last quarter. Ocean Park Asset Management LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 1st quarter worth $9,978,000. Finally, Cornerstone Management Inc. grew its stake in Dimensional Short-Duration Fixed Income ETF by 36.4% during the first quarter. Cornerstone Management Inc. now owns 343,315 shares of the company’s stock worth $16,438,000 after buying an additional 91,621 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of NYSEARCA:DFSD opened at $47.83 on Tuesday. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $47.50 and a 1 year high of $48.51. The company’s 50 day simple moving average is $47.89 and its 200 day simple moving average is $48.01.

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.