Root Financial Partners LLC Boosts Stock Holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Root Financial Partners LLC boosted its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 43.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 809,302 shares of the company’s stock after purchasing an additional 243,457 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises approximately 4.7% of Root Financial Partners LLC’s holdings, making the stock its 7th largest holding. Root Financial Partners LLC owned about 1.39% of Dimensional Short-Duration Fixed Income ETF worth $37,940,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Apollon Wealth Management LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF by 0.4% during the third quarter. Apollon Wealth Management LLC now owns 64,670 shares of the company’s stock valued at $3,087,000 after buying an additional 264 shares during the period. Seaside Wealth Management Inc. boosted its holdings in Dimensional Short-Duration Fixed Income ETF by 5.5% in the third quarter. Seaside Wealth Management Inc. now owns 5,907 shares of the company’s stock valued at $282,000 after acquiring an additional 308 shares in the last quarter. AdvisorNet Financial Inc increased its position in Dimensional Short-Duration Fixed Income ETF by 31.4% during the 4th quarter. AdvisorNet Financial Inc now owns 1,710 shares of the company’s stock valued at $80,000 after purchasing an additional 409 shares during the period. HFG Wealth Management LLC raised its holdings in Dimensional Short-Duration Fixed Income ETF by 3.9% in the 4th quarter. HFG Wealth Management LLC now owns 13,507 shares of the company’s stock worth $645,000 after purchasing an additional 502 shares in the last quarter. Finally, USAdvisors Wealth Management LLC lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 3.1% in the 4th quarter. USAdvisors Wealth Management LLC now owns 18,357 shares of the company’s stock worth $860,000 after purchasing an additional 558 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Up 0.3 %

Shares of DFSD opened at $47.20 on Friday. Dimensional Short-Duration Fixed Income ETF has a 1-year low of $46.61 and a 1-year high of $47.85. The firm’s 50-day moving average price is $47.03 and its 200-day moving average price is $47.33.

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.