Apella Capital LLC Trims Stake in Dimensional Short-Duration Fixed Income ETF $DFSD

Apella Capital LLC cut its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 41.9% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,830,255 shares of the company’s stock after selling 4,197,583 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises 3.5% of Apella Capital LLC’s holdings, making the stock its 3rd largest holding. Apella Capital LLC’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $271,981,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of DFSD. Safeguard Investment Advisory Group LLC raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 7,351.8% in the second quarter. Safeguard Investment Advisory Group LLC now owns 1,773,148 shares of the company’s stock valued at $84,668,000 after acquiring an additional 1,749,353 shares during the period. Greenspring Advisors LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the 2nd quarter worth $58,754,000. Focus Partners Wealth lifted its stake in Dimensional Short-Duration Fixed Income ETF by 16.2% in the fourth quarter. Focus Partners Wealth now owns 5,445,744 shares of the company’s stock worth $261,123,000 after acquiring an additional 759,852 shares during the period. CPA Asset Management Group LLC increased its position in Dimensional Short-Duration Fixed Income ETF by 114.8% during the 2nd quarter. CPA Asset Management Group LLC now owns 980,940 shares of the company’s stock valued at $46,840,000 after purchasing an additional 524,230 shares during the period. Finally, Root Financial Partners LLC increased its position in Dimensional Short-Duration Fixed Income ETF by 20.4% during the 1st quarter. Root Financial Partners LLC now owns 2,991,136 shares of the company’s stock valued at $143,216,000 after purchasing an additional 506,613 shares during the period.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of DFSD traded up $0.01 during mid-day trading on Thursday, hitting $46.66. The company’s stock had a trading volume of 329,941 shares, compared to its average volume of 537,793. The company’s 50-day moving average is $47.07 and its 200-day moving average is $47.54. Dimensional Short-Duration Fixed Income ETF has a 52-week low of $46.39 and a 52-week 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.