Financial Plan Inc. Acquires 136,929 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD

Financial Plan Inc. lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 17.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 917,141 shares of the company’s stock after purchasing an additional 136,929 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises about 4.7% of Financial Plan Inc.’s investment portfolio, making the stock its 5th largest holding. Financial Plan Inc. owned 0.67% of Dimensional Short-Duration Fixed Income ETF worth $43,913,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. VSM Wealth Advisory LLC bought a new position in Dimensional Short-Duration Fixed Income ETF in the 4th quarter valued at about $50,000. Advisory Services Network LLC bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 3rd quarter worth about $59,000. Tradewinds Capital Management LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 4th quarter worth approximately $81,000. Topsail Wealth Management LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the first quarter valued at approximately $92,000. Finally, NewEdge Advisors LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the first quarter valued at approximately $99,000.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.1%

NYSEARCA DFSD opened at $47.75 on Friday. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $47.50 and a 12 month high of $48.51. The company’s 50 day simple moving average is $47.83 and its 200 day simple moving average is $47.99.

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.