Dimensional Short-Duration Fixed Income ETF $DFSD Stock: RCS Financial Planning LLC Cuts Holdings

RCS Financial Planning LLC cut its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 46.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 85,481 shares of the company’s stock after selling 75,064 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for about 2.2% of RCS Financial Planning LLC’s portfolio, making the stock its 14th largest position. RCS Financial Planning LLC owned about 0.05% of Dimensional Short-Duration Fixed Income ETF worth $3,972,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of the stock. Apella Capital LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 3.3% during the 2nd quarter. Apella Capital LLC now owns 5,420,887 shares of the company’s stock valued at $258,522,000 after purchasing an additional 174,560 shares in the last quarter. Beaird Harris Wealth Management LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 8.4% in the fourth quarter. Beaird Harris Wealth Management LLC now owns 3,204,807 shares of the company’s stock worth $153,670,000 after buying an additional 248,048 shares during the last quarter. Root Financial Partners LLC raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 20.4% in the first quarter. Root Financial Partners LLC now owns 2,991,136 shares of the company’s stock worth $143,216,000 after buying an additional 506,613 shares during the last quarter. Planning Center Inc. lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 4.2% during the first quarter. Planning Center Inc. now owns 2,808,255 shares of the company’s stock worth $134,459,000 after buying an additional 114,315 shares during the period. Finally, Envestnet Asset Management Inc. lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 10.9% during the second quarter. Envestnet Asset Management Inc. now owns 2,683,166 shares of the company’s stock worth $128,121,000 after buying an additional 264,195 shares during the period.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of NYSEARCA DFSD traded up $0.02 during mid-day trading on Wednesday, hitting $46.70. The stock had a trading volume of 660,239 shares, compared to its average volume of 542,937. The company has a 50 day moving average of $47.02 and a two-hundred day moving average of $47.51. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.39 and a twelve month high of $48.51.

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.