Graves Light Lenhart Wealth Inc. Trims Stock Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Graves Light Lenhart Wealth Inc. trimmed its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 32.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 71,240 shares of the company’s stock after selling 34,420 shares during the quarter. Graves Light Lenhart Wealth Inc.’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $3,311,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Focus Partners Wealth grew its position 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 in the last quarter. Apella Capital LLC raised its position in Dimensional Short-Duration Fixed Income ETF by 3.3% during the second 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 during the period. Beaird Harris Wealth Management LLC lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 8.4% in the 4th quarter. Beaird Harris Wealth Management LLC now owns 3,204,807 shares of the company’s stock valued at $153,670,000 after purchasing an additional 248,048 shares during the last quarter. Root Financial Partners LLC lifted its stake in shares of Dimensional Short-Duration Fixed Income ETF by 20.4% in 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 last quarter. Finally, Planning Center Inc. boosted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 4.2% in the 1st quarter. Planning Center Inc. now owns 2,808,255 shares of the company’s stock worth $134,459,000 after purchasing an additional 114,315 shares during the period.

Dimensional Short-Duration Fixed Income ETF Trading Up 0.1%

Shares of Dimensional Short-Duration Fixed Income ETF stock opened at $46.68 on Friday. The stock has a 50 day moving average price of $47.06 and a 200-day moving average price of $47.53. Dimensional Short-Duration Fixed Income ETF has a one year low of $46.39 and a one year high of $48.51.

Dimensional Short-Duration Fixed Income ETF 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.