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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

323 hedge funds and large institutions have $3.1B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 173 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,640% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 5

268% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 47

61% more funds holding in top 10

Funds holding in top 10: 41 → 66 (+25)

34% more capital invested

Capital invested by funds: $2.3B → $3.1B (+$792M)

30% more funds holding

Funds holding: 249 → 323 (+74)

13.86% more ownership

Funds ownership: 67.07% → 80.93% (+14%)

Holders
323
Holders Change
+74
Holders Change %
+29.72%
% of All Funds
4.25%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
0.87%
New
87
Increased
173
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
+$194M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$45.2M
3
EFP
Elser Financial Planning
Indiana
+$33.6M
4
SC
Savant Capital
Illinois
+$30.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$30.7M

Top Sellers

Rank Fund Capital Flow
1
RWM
Rockwood Wealth Management
Pennsylvania
-$16.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.84M
3
SWA
Sax Wealth Advisors
New Jersey
-$5.62M
4
RFP
RCS Financial Planning
Maryland
-$3.75M
5
DPW
DiNuzzo Private Wealth
Pennsylvania
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
226
Core Wealth Management
Florida
$627K -$3.03K -64 -0.5%
GWA
227
Geometric Wealth Advisors
District of Columbia
$613K +$99K +2,093 +19%
SIG
228
Spinnaker Investment Group
California
$608K -$946 -20 -0.2%
GJIA
229
Glass Jacobson Investment Advisors
Maryland
$603K -$25.3K -535 -4%
CL
230
CLG LLC
California
$591K +$596K +12,602 New
Citigroup
231
Citigroup
New York
$589K +$273K +5,768 +85%
FS
232
Financial Symmetry
North Carolina
$572K +$226K +4,777 +64%
PFA
233
Pinnacle Family Advisors
Missouri
$568K +$143K +3,026 +33%
CWMA
234
Capstone Wealth Management (Alabama)
Alabama
$529K +$534K +11,284 New
IA
235
IFG Advisory
Georgia
$520K +$525K +11,088 New
WP
236
WMS Partners
Maryland
$506K -$69K -1,458 -12%
JWM
237
JDH Wealth Management
California
$501K +$506K +10,692 New
Cerity Partners
238
Cerity Partners
New York
$480K +$13.9K +294 +3%
TAM
239
Titleist Asset Management
Texas
$478K +$483K +10,204 New
SA
240
Stewardship Advisors
Pennsylvania
$470K +$137K +2,889 +40%
AAM
241
Austin Asset Management
Texas
$470K – – –
DFS
242
Dixon Fnancial Services
California
$450K +$55.4K +1,170 +14%
LEFP
243
Leading Edge Financial Planning
Tennessee
$447K +$451K +9,539 New
WAP
244
Wealthcare Advisory Partners
Pennsylvania
$432K -$33.7K -712 -7%
AAP
245
Arax Advisory Partners
Colorado
$429K +$433K +9,151 New
SPWM
246
Straight Path Wealth Management
Michigan
$420K -$26.8K -566 -6%
SC
247
Shearwater Capital
Colorado
$402K – – –
VWM
248
Vermillion Wealth Management
Minnesota
$400K +$404K +8,534 New
O3W
249
Omni 360 Wealth
New Jersey
$381K +$384K +8,122 New
GWM
250
Geneos Wealth Management
Colorado
$375K +$29.2K +618 +8%
8 9
10
11 12

DFSD Hedge Fund Activity: Q4 2024 in Review

323 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2024, worth a combined $3.1B — up 34% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new DFSD positions and 5 closed out — a net gain of 82 holders — while 173 added to existing stakes and 47 trimmed.

The largest buyer was Essential Planning, adding an estimated $194M. The largest seller was Rockwood Wealth Management, cutting an estimated $16.1M.

  • 323 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2024, up from 249 in Q3 2024.
  • Funds reported $3.1B of Dimensional Short-Duration Fixed Income ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 87 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2024 and 5 closed out, a net change of +82 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2024 was Essential Planning, an estimated $194M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q4 2024 was Rockwood Wealth Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2024.