Dimensional Short-Duration Fixed Income ETF
DFSD
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
30% more funds holding
Funds holding: 249 → 323 (+74)
13.86% more ownership
Funds ownership: 67.07% → 80.93% (+14%)
Holders
323
Holding in Top 10
66
Calls
–
Puts
–
Top Buyers
| 1 | +$194M | |
| 2 | +$45.2M | |
| 3 | +$33.6M | |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
+$30.8M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$30.7M |
Top Sellers
| 1 | -$16.1M | |
| 2 | -$5.84M | |
| 3 | -$5.62M | |
| 4 |
RFP
RCS Financial Planning
Annapolis,
Maryland
|
-$3.75M |
| 5 |
DPW
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
-$2.32M |