WorthPointe LLC Has $1.56 Million Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

WorthPointe LLC increased its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 33.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 32,471 shares of the company’s stock after buying an additional 8,116 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for 0.7% of WorthPointe LLC’s holdings, making the stock its 23rd largest position. WorthPointe LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $1,559,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Curio Wealth LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 192,929.4% during the 2nd quarter. Curio Wealth LLC now owns 760,536 shares of the company’s stock worth $36,513,000 after acquiring an additional 760,142 shares during the period. Elser Financial Planning Inc bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 2nd quarter valued at $35,636,000. Apella Capital LLC grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 26.1% during the 2nd quarter. Apella Capital LLC now owns 3,396,458 shares of the company’s stock worth $162,758,000 after purchasing an additional 702,057 shares in the last quarter. Maseco LLP bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the second quarter worth $27,118,000. Finally, Focus Partners Advisor Solutions LLC raised its stake in Dimensional Short-Duration Fixed Income ETF by 17.0% in the first quarter. Focus Partners Advisor Solutions LLC now owns 3,483,685 shares of the company’s stock valued at $165,545,000 after purchasing an additional 505,317 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.1%

DFSD opened at $48.18 on Tuesday. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.66 and a twelve month high of $48.50. The company has a 50-day simple moving average of $48.30 and a 200 day simple moving average of $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.