Valued Wealth Advisors LLC Has $25.36 Million Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Valued Wealth Advisors LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 9.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 526,286 shares of the company’s stock after buying an additional 44,771 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises approximately 11.8% of Valued Wealth Advisors LLC’s portfolio, making the stock its 4th biggest position. Valued Wealth Advisors LLC owned 0.46% of Dimensional Short-Duration Fixed Income ETF worth $25,362,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of DFSD. Rather & Kittrell Inc. lifted its position in Dimensional Short-Duration Fixed Income ETF by 10.0% during the 3rd quarter. Rather & Kittrell Inc. now owns 1,056,210 shares of the company’s stock valued at $50,899,000 after acquiring an additional 96,325 shares during the period. Cambridge Capital Management LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF by 7.4% during the third quarter. Cambridge Capital Management LLC now owns 172,139 shares of the company’s stock valued at $8,295,000 after purchasing an additional 11,909 shares in the last quarter. SageOak Financial LLC increased its stake in shares of Dimensional Short-Duration Fixed Income ETF by 8.3% during the third quarter. SageOak Financial LLC now owns 383,079 shares of the company’s stock valued at $18,461,000 after purchasing an additional 29,461 shares in the last quarter. Essential Planning LLC. lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 30.5% during the third quarter. Essential Planning LLC. now owns 143,426 shares of the company’s stock valued at $6,912,000 after purchasing an additional 33,511 shares during the last quarter. Finally, Wheelhouse Advisory Group LLC boosted its position in shares of Dimensional Short-Duration Fixed Income ETF by 32.3% in the 3rd quarter. Wheelhouse Advisory Group LLC now owns 325,250 shares of the company’s stock worth $15,674,000 after purchasing an additional 79,427 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.0%

DFSD stock opened at $48.00 on Friday. The business has a 50 day moving average of $48.08 and a 200 day moving average of $48.14. Dimensional Short-Duration Fixed Income ETF has a twelve month low of $46.72 and a twelve month high of $48.50.

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.