Dimensional Short-Duration Fixed Income ETF
DFSD
33 hedge funds and large institutions have $533M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 10 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
3% more funds holding
Funds holding: 32 → 33 (+1)
2% less capital invested
Capital invested by funds: $546M → $533M (-$12.8M)
22.89% less ownership
Funds ownership: 94.24% → 71.35% (-23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACWM
Adams Chetwood Wealth Management
Durham,
North Carolina
|
+$32.7M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$15.6M |
| 3 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$15.3M |
| 4 |
TFA
Triad Financial Advisors
Greensboro,
North Carolina
|
+$14.6M |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$8.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$47M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$7.97M |
| 4 |
PWM
PBMares Wealth Management
Williamsburg,
Virginia
|
-$5.53M |
| 5 |
BA
Bridge Advisory
Pasadena,
California
|
-$4.74M |
DFSD Hedge Fund Activity: Q1 2022 in Review
33 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q1 2022, worth a combined $533M — down 2.4% from $546M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DFSD positions and 10 closed out — a net gain of 1 holder — while 13 added to existing stakes and 6 trimmed.
The largest buyer was Adams Chetwood Wealth Management, adding an estimated $32.7M. The largest seller was Pure Financial Advisors, cutting an estimated $47M.
- 33 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q1 2022, up from 32 in Q4 2021.
- Funds reported $533M of Dimensional Short-Duration Fixed Income ETF stock for Q1 2022, down 2.4% quarter-over-quarter.
- 11 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q1 2022 and 10 closed out, a net change of +1 holder.
- The largest Dimensional Short-Duration Fixed Income ETF buyer in Q1 2022 was Adams Chetwood Wealth Management, an estimated $32.7M added.
- The largest Dimensional Short-Duration Fixed Income ETF seller in Q1 2022 was Pure Financial Advisors, an estimated $47M sold.
Based on aggregated 13F filings for Q1 2022.