Essential Planning LLC. Buys 4,101,536 Shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Essential Planning LLC. grew its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 6,120.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,168,547 shares of the company’s stock after purchasing an additional 4,101,536 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises 1.3% of Essential Planning LLC.’s holdings, making the stock its 16th largest holding. Essential Planning LLC. owned 7.15% of Dimensional Short-Duration Fixed Income ETF worth $197,212,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Merit Financial Group LLC acquired a new position in shares of Dimensional Short-Duration Fixed Income ETF during the 4th quarter worth approximately $211,000. AdvisorNet Financial Inc grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 31.4% during the 4th quarter. AdvisorNet Financial Inc now owns 1,710 shares of the company’s stock worth $80,000 after purchasing an additional 409 shares in the last quarter. HighTower Advisors LLC grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 2.7% during the 3rd quarter. HighTower Advisors LLC now owns 1,636,535 shares of the company’s stock worth $78,135,000 after purchasing an additional 42,663 shares in the last quarter. Global Retirement Partners LLC grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 30.7% during the 4th quarter. Global Retirement Partners LLC now owns 1,650 shares of the company’s stock worth $77,000 after purchasing an additional 388 shares in the last quarter. Finally, Altiora Financial Group LLC grew its position in shares of Dimensional Short-Duration Fixed Income ETF by 37.9% during the 3rd quarter. Altiora Financial Group LLC now owns 733,706 shares of the company’s stock worth $35,027,000 after purchasing an additional 201,611 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of NYSEARCA:DFSD opened at $47.40 on Wednesday. The company’s 50 day moving average price is $47.12 and its two-hundred day moving average price is $47.31. Dimensional Short-Duration Fixed Income ETF has a 12-month low of $46.61 and a 12-month high of $47.85.

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.