Prism Planning Partners LLC Makes New $4.43 Million Investment in Dimensional Short-Duration Fixed Income ETF $DFSD

Prism Planning Partners LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 92,463 shares of the company’s stock, valued at approximately $4,434,000. Dimensional Short-Duration Fixed Income ETF accounts for about 5.0% of Prism Planning Partners LLC’s investment portfolio, making the stock its 7th largest holding. Prism Planning Partners LLC owned about 0.07% of Dimensional Short-Duration Fixed Income ETF as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Johnson Wealth Management LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF during the fourth quarter worth about $12,493,000. LPL Financial LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 6.4% during the fourth quarter. LPL Financial LLC now owns 355,761 shares of the company’s stock worth $17,059,000 after purchasing an additional 21,312 shares during the period. O Shaughnessy Asset Management LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 245.5% during the fourth quarter. O Shaughnessy Asset Management LLC now owns 32,888 shares of the company’s stock worth $1,577,000 after purchasing an additional 23,369 shares during the period. Tencap Wealth Coaching LLC purchased a new stake in Dimensional Short-Duration Fixed Income ETF during the fourth quarter worth about $4,875,000. Finally, Invst LLC increased its stake in Dimensional Short-Duration Fixed Income ETF by 29.5% during the fourth quarter. Invst LLC now owns 66,583 shares of the company’s stock worth $3,193,000 after purchasing an additional 15,174 shares during the period.

Dimensional Short-Duration Fixed Income ETF Trading Down 0.0%

Shares of NYSEARCA:DFSD opened at $47.77 on Thursday. The firm’s 50-day moving average is $47.90 and its two-hundred day moving average is $48.03. Dimensional Short-Duration Fixed Income ETF has a 1 year low of $47.50 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.