Wealthquest Corp Grows Stock Position in Dimensional Short-Duration Fixed Income ETF $DFSD

Wealthquest Corp increased its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 5.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 771,485 shares of the company’s stock after buying an additional 40,454 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises approximately 2.6% of Wealthquest Corp’s holdings, making the stock its 11th largest holding. Wealthquest Corp’s holdings in Dimensional Short-Duration Fixed Income ETF were worth $36,939,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of DFSD. Williams & Novak LLC boosted its stake in Dimensional Short-Duration Fixed Income ETF by 1.4% during the fourth quarter. Williams & Novak LLC now owns 16,648 shares of the company’s stock worth $798,000 after buying an additional 234 shares during the period. TCI Wealth Advisors Inc. raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 0.4% in the fourth quarter. TCI Wealth Advisors Inc. now owns 54,343 shares of the company’s stock valued at $2,606,000 after acquiring an additional 237 shares during the period. Washington Trust Advisors Inc. raised its stake in shares of Dimensional Short-Duration Fixed Income ETF by 1.2% in the fourth quarter. Washington Trust Advisors Inc. now owns 20,289 shares of the company’s stock valued at $973,000 after acquiring an additional 250 shares during the period. Security Financial Services INC. lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 5.2% in the 4th quarter. Security Financial Services INC. now owns 5,222 shares of the company’s stock worth $250,000 after acquiring an additional 258 shares during the last quarter. Finally, Silver Oak Securities Incorporated lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 4.7% in the 4th quarter. Silver Oak Securities Incorporated now owns 5,996 shares of the company’s stock worth $288,000 after acquiring an additional 271 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Down 0.1%

DFSD stock opened at $47.31 on Friday. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $47.15 and a 12 month high of $48.51. The company has a 50-day moving average price of $47.68 and a 200 day moving average price of $47.92.

About Dimensional Short-Duration Fixed Income ETF

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.