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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

32 hedge funds and large institutions have $546M invested in Dimensional Short-Duration Fixed Income ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

94.24% more ownership

Funds ownership: 0% → 94.24% (+94%)

Holders
32
Holders Change
+32
Holders Change %
–
% of All Funds
0.49%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
32
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFA
Pure Financial Advisors
California
+$452M
2
CPIG
Chicago Partners Investment Group
Illinois
+$23M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$10M
4
Citadel Advisors
Citadel Advisors
Florida
+$7.97M
5
PWM
PBMares Wealth Management
Virginia
+$5.53M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
26
Affinity Capital Advisors
California
$292K +$292K +5,843 New
BWM
27
Blossom Wealth Management
California
$283K +$283K +5,662 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$276K +$276K +5,514 New
FW
29
FirstPurpose Wealth
Utah
$247K +$247K +4,945 New
SHWM
30
Silicon Hills Wealth Management
Texas
$229K +$229K +4,586 New
UBS Group
31
UBS Group
Switzerland
$13K +$12.7K +253 New
CMBA
32
C.M. Bidwell & Associates
Hawaii
$3K +$3.3K +66 New
1
2

DFSD Hedge Fund Activity: Q4 2021 in Review

32 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2021, worth a combined $546M.

Buyers outnumbered sellers: 32 funds opened new DFSD positions and 0 closed out — a net gain of 32 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Pure Financial Advisors, opening a new position worth an estimated $452M.

  • 32 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $546M of Dimensional Short-Duration Fixed Income ETF stock for Q4 2021.
  • 32 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2021 and 0 closed out, a net change of +32 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2021 was Pure Financial Advisors, an estimated $452M added.

Based on aggregated 13F filings for Q4 2021.