Diversified Portfolios Inc. Has $20.11 Million Stock Position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Diversified Portfolios Inc. grew its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 981.9% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 421,197 shares of the company’s stock after purchasing an additional 382,265 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises approximately 2.3% of Diversified Portfolios Inc.’s investment portfolio, making the stock its 12th biggest holding. Diversified Portfolios Inc.’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $20,108,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Aptus Capital Advisors LLC bought a new position in shares of Dimensional Short-Duration Fixed Income ETF in the third quarter valued at $97,000. Savvy Advisors Inc. raised its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 77.6% in the 3rd quarter. Savvy Advisors Inc. now owns 8,490 shares of the company’s stock valued at $405,000 after purchasing an additional 3,709 shares during the period. Apollon Wealth Management LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF by 0.4% in the 3rd quarter. Apollon Wealth Management LLC now owns 64,670 shares of the company’s stock valued at $3,087,000 after purchasing an additional 264 shares during the last quarter. Vestia Personal Wealth Advisors grew its holdings in Dimensional Short-Duration Fixed Income ETF by 29.0% during the third quarter. Vestia Personal Wealth Advisors now owns 19,072 shares of the company’s stock worth $911,000 after purchasing an additional 4,289 shares during the period. Finally, Northwest Wealth Management LLC increased its position in Dimensional Short-Duration Fixed Income ETF by 76.1% during the third quarter. Northwest Wealth Management LLC now owns 148,866 shares of the company’s stock worth $7,107,000 after buying an additional 64,347 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of DFSD remained flat at $47.29 during mid-day trading on Thursday. The stock had a trading volume of 118,613 shares, compared to its average volume of 346,814. Dimensional Short-Duration Fixed Income ETF has a 52 week low of $46.40 and a 52 week high of $47.85. The business’s fifty day moving average price is $47.56 and its 200-day moving average price is $47.31.

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.