Wealthquest Corp Boosts Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

Wealthquest Corp raised its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 8.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 655,001 shares of the company’s stock after purchasing an additional 49,389 shares during the period. Dimensional Short-Duration Fixed Income ETF accounts for 2.5% of Wealthquest Corp’s investment portfolio, making the stock its 13th biggest position. Wealthquest Corp’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $31,564,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Thrivent Financial for Lutherans purchased a new position in Dimensional Short-Duration Fixed Income ETF in the 2nd quarter worth $2,224,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its stake in shares of Dimensional Short-Duration Fixed Income ETF by 24.2% during the third quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 120,348 shares of the company’s stock valued at $5,800,000 after buying an additional 23,454 shares during the last quarter. Gradient Capital Advisors LLC increased its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 9.0% in the third quarter. Gradient Capital Advisors LLC now owns 222,452 shares of the company’s stock worth $10,720,000 after buying an additional 18,281 shares during the period. CogentBlue Wealth Advisors LLC lifted its stake in shares of 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 acquiring an additional 21,706 shares during the last quarter. Finally, Baker Tilly Wealth Management LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF during the 3rd quarter valued at about $2,532,000.

Dimensional Short-Duration Fixed Income ETF Stock Performance

DFSD opened at $48.22 on Friday. The stock’s 50 day simple moving average is $48.05 and its 200 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 $48.50.

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.