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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$194M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$45.2M |
| 3 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
+$33.6M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
+$30.8M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$30.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWM
Rockwood Wealth Management
New Hope,
Pennsylvania
|
-$16.1M |
| 2 |
Renaissance Technologies
New York
|
-$5.84M |
| 3 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
-$5.62M |
| 4 |
RFP
RCS Financial Planning
Annapolis,
Maryland
|
-$3.75M |
| 5 |
DPW
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
-$2.32M |
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.