Sax Wealth Advisors LLC Sells 118,780 Shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Sax Wealth Advisors LLC reduced its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 21.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 428,894 shares of the company’s stock after selling 118,780 shares during the quarter. Dimensional Short-Duration Fixed Income ETF makes up 1.6% of Sax Wealth Advisors LLC’s portfolio, making the stock its 14th largest holding. Sax Wealth Advisors LLC owned approximately 0.74% of Dimensional Short-Duration Fixed Income ETF worth $20,107,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of DFSD. Merit Financial Group LLC acquired a new stake in shares of Dimensional Short-Duration Fixed Income ETF during the 4th quarter valued at about $211,000. Great Oak Capital Partners LLC lifted its position in shares of Dimensional Short-Duration Fixed Income ETF by 22.5% during the 4th quarter. Great Oak Capital Partners LLC now owns 447,614 shares of the company’s stock worth $20,921,000 after buying an additional 82,206 shares during the period. Family Wealth Partners LLC boosted its stake in Dimensional Short-Duration Fixed Income ETF by 20.6% in the 4th quarter. Family Wealth Partners LLC now owns 141,404 shares of the company’s stock valued at $6,629,000 after buying an additional 24,179 shares in the last quarter. Apella Capital LLC grew its position in Dimensional Short-Duration Fixed Income ETF by 57.3% in the fourth quarter. Apella Capital LLC now owns 1,671,180 shares of the company’s stock valued at $78,345,000 after acquiring an additional 609,036 shares during the period. Finally, Park Avenue Securities LLC raised its stake in Dimensional Short-Duration Fixed Income ETF by 2.2% during the fourth quarter. Park Avenue Securities LLC now owns 439,220 shares of the company’s stock worth $20,591,000 after acquiring an additional 9,522 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Performance

Shares of NYSEARCA:DFSD opened at $46.96 on Friday. The company’s fifty day moving average is $47.09 and its 200-day moving average is $47.33. Dimensional Short-Duration Fixed Income ETF has a 52 week low of $46.61 and a 52 week high of $47.85.

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.