Liberty Wealth Management LLC Invests $14.14 Million in Dimensional Short-Duration Fixed Income ETF $DFSD

Liberty Wealth Management LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) during the 4th quarter, Holdings Channel reports. The institutional investor purchased 294,976 shares of the company’s stock, valued at approximately $14,144,000. Dimensional Short-Duration Fixed Income ETF accounts for about 1.8% of Liberty Wealth Management LLC’s holdings, making the stock its 17th biggest position.

Several other large investors have also modified their holdings of the stock. Focus Partners Advisor Solutions LLC lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 29.9% during the third quarter. Focus Partners Advisor Solutions LLC now owns 5,061,981 shares of the company’s stock worth $244,071,000 after purchasing an additional 1,165,194 shares during the last quarter. Focus Partners Wealth lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 27.2% during the third quarter. Focus Partners Wealth now owns 4,685,892 shares of the company’s stock worth $226,011,000 after purchasing an additional 1,002,627 shares during the last quarter. Apella Capital LLC lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 12.7% during the fourth quarter. Apella Capital LLC now owns 4,509,681 shares of the company’s stock worth $216,239,000 after purchasing an additional 506,782 shares during the last quarter. Savant Capital LLC lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 13.5% during the third quarter. Savant Capital LLC now owns 4,154,417 shares of the company’s stock worth $200,201,000 after purchasing an additional 493,428 shares during the last quarter. Finally, OneDigital Investment Advisors LLC lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 5.5% during the third quarter. OneDigital Investment Advisors LLC now owns 3,235,923 shares of the company’s stock worth $155,939,000 after purchasing an additional 167,635 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.1%

Shares of DFSD stock opened at $47.87 on Wednesday. Dimensional Short-Duration Fixed Income ETF has a one year low of $47.41 and a one year high of $48.51. The company’s 50-day simple moving average is $48.00 and its 200-day simple moving average is $48.09.

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.