Dimensional Short-Duration Fixed Income ETF $DFSD is Great Oak Capital Partners LLC’s 8th Largest Position

Great Oak Capital Partners LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 22.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 579,543 shares of the company’s stock after buying an additional 107,014 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises 7.0% of Great Oak Capital Partners LLC’s portfolio, making the stock its 8th largest holding. Great Oak Capital Partners LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $27,806,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Focus Partners Advisor Solutions LLC increased its holdings in Dimensional Short-Duration Fixed Income ETF by 29.9% in the third quarter. Focus Partners Advisor Solutions LLC now owns 5,061,981 shares of the company’s stock valued at $244,071,000 after buying an additional 1,165,194 shares in the last quarter. Focus Partners Wealth boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 27.2% during the 3rd quarter. Focus Partners Wealth now owns 4,685,892 shares of the company’s stock worth $226,011,000 after acquiring an additional 1,002,627 shares in the last quarter. Root Financial Partners LLC boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 55.8% during the 3rd quarter. Root Financial Partners LLC now owns 1,857,715 shares of the company’s stock worth $89,523,000 after acquiring an additional 665,421 shares in the last quarter. Apella Capital LLC grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 17.9% in the 3rd quarter. Apella Capital LLC now owns 4,002,899 shares of the company’s stock worth $194,061,000 after acquiring an additional 606,441 shares during the period. Finally, Wealthquest Corp purchased a new position in Dimensional Short-Duration Fixed Income ETF in the 2nd quarter valued at approximately $29,075,000.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.1%

DFSD opened at $48.00 on Friday. Dimensional Short-Duration Fixed Income ETF has a one year low of $46.85 and a one year high of $48.51. The business’s fifty day moving average is $48.18 and its two-hundred day moving average is $48.19.

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.