Meredith Wealth Planning Increases Stake in Dimensional Short-Duration Fixed Income ETF $DFSD

Meredith Wealth Planning boosted its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 30.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 128,611 shares of the company’s stock after acquiring an additional 29,958 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for approximately 1.8% of Meredith Wealth Planning’s portfolio, making the stock its 13th largest holding. Meredith Wealth Planning owned approximately 0.10% of Dimensional Short-Duration Fixed Income ETF worth $6,167,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Thrivent Financial for Lutherans bought a new stake in shares of Dimensional Short-Duration Fixed Income ETF in the second quarter valued at approximately $2,224,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors boosted its holdings in Dimensional Short-Duration Fixed Income ETF by 24.2% in the 3rd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 120,348 shares of the company’s stock worth $5,800,000 after buying an additional 23,454 shares during the period. Gradient Capital Advisors LLC grew its stake in Dimensional Short-Duration Fixed Income ETF by 9.0% in the 3rd quarter. Gradient Capital Advisors LLC now owns 222,452 shares of the company’s stock valued at $10,720,000 after buying an additional 18,281 shares in the last quarter. CogentBlue Wealth Advisors LLC grew its stake in Dimensional Short-Duration Fixed Income ETF by 31.7% in the 3rd quarter. CogentBlue Wealth Advisors LLC now owns 90,282 shares of the company’s stock valued at $4,351,000 after buying an additional 21,706 shares in the last quarter. Finally, Burk Holdings LLC raised its holdings in Dimensional Short-Duration Fixed Income ETF by 12.1% during the 3rd quarter. Burk Holdings LLC now owns 118,145 shares of the company’s stock valued at $5,693,000 after acquiring an additional 12,738 shares during the period.

Dimensional Short-Duration Fixed Income ETF Price Performance

Shares of DFSD stock opened at $47.87 on Thursday. The company’s fifty day simple moving average is $48.14 and its two-hundred day simple moving average is $48.16. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $46.85 and a 1 year high of $48.51.

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.