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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
LG
251
LAM Group
Oregon
$369K +$2.13K +45 +0.6%
FF
252
Francis Financial
$366K +$369K +7,801 New
CSP
253
Cary Street Partners
Virginia
$364K +$368K +7,773 New
LOPW
254
Live Oak Private Wealth
North Carolina
$349K +$353K +7,454 New
VFP
255
Verus Financial Partners
Virginia
$342K +$1.32K +28 +0.4%
KAM
256
KEB Asset Management
Illinois
$336K +$339K +7,168 New
SAI
257
Savvy Advisors Inc
New York
$329K -$70.1K -1,481 -17%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$328K -$718K -15,173 -68%
HH
259
Hilltop Holdings
Texas
$322K – – –
TWM
260
TCFG Wealth Management
California
$318K +$33.3K +703 +12%
IFPG
261
Intrepid Financial Planning Group
Indiana
$310K – – –
MC
262
Matisse Capital
Oregon
$305K – – –
MSFS
263
Main Street Financial Solutions
Pennsylvania
$284K +$287K +6,064 New
ATPW
264
Ashton Thomas Private Wealth
Arizona
$284K +$286K +6,055 New
SWM
265
Seaside Wealth Management
California
$282K +$5.44K +115 +2%
Comerica Bank
266
Comerica Bank
Texas
$279K +$142K +3,000 +102%
CMP
267
Coston McIsaac & Partners
Maine
$272K +$265K +5,607 +2,683%
Thrivent Financial for Lutherans
268
Thrivent Financial for Lutherans
Minnesota
$269K +$272K +5,747 New
CPA
269
Capital Performance Advisors
California
$252K – – –
SOS
270
Silver Oak Securities
Tennessee
$250K +$34.1K +721 +16%
WAN
271
Wealth Advisors Northwest
Oregon
$240K +$243K +5,126 New
PL
272
Plancorp LLC
Missouri
$230K +$232K +4,904 New
FG
273
Foster Group
Iowa
$226K -$1.32M -27,902 -85%
CAM
274
Concorde Asset Management
Michigan
$224K +$1.18K +25 +0.5%
SWM
275
Selective Wealth Management
Virginia
$220K – – –
9 10
11
12 13

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.