SageOak Financial LLC Has $18.46 Million Stock Holdings in Dimensional Short-Duration Fixed Income ETF $DFSD

SageOak Financial LLC grew its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 8.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 383,079 shares of the company’s stock after buying an additional 29,461 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises 13.6% of SageOak Financial LLC’s portfolio, making the stock its 3rd largest position. SageOak Financial LLC owned 0.34% of Dimensional Short-Duration Fixed Income ETF worth $18,461,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in DFSD. Red Lighthouse Investment Management LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 2nd quarter valued at approximately $35,000. Physician Wealth Advisors Inc. increased its stake in Dimensional Short-Duration Fixed Income ETF by 29.5% during the second quarter. Physician Wealth Advisors Inc. now owns 1,687 shares of the company’s stock valued at $81,000 after purchasing an additional 384 shares during the last quarter. NewEdge Advisors LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the first quarter worth $99,000. AdvisorNet Financial Inc lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 9.7% in the 3rd quarter. AdvisorNet Financial Inc now owns 2,788 shares of the company’s stock worth $134,000 after buying an additional 247 shares during the last quarter. Finally, CENTRAL TRUST Co boosted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 476.9% in the 2nd quarter. CENTRAL TRUST Co now owns 3,750 shares of the company’s stock valued at $180,000 after buying an additional 3,100 shares during the period.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.0%

Shares of NYSEARCA:DFSD opened at $48.00 on Friday. Dimensional Short-Duration Fixed Income ETF has a fifty-two week low of $46.72 and a fifty-two week high of $48.50. The firm has a 50-day simple moving average of $48.08 and a 200 day simple moving average of $48.14.

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.