Dimensional Short-Duration Fixed Income ETF
DFSD
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.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
2% less capital invested
Capital invested by funds: $546M → $533M (-$12.8M)
22.89% less ownership
Funds ownership: 94.24% → 71.35% (-23%)
Holders
33
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$32M | |
| 2 | +$15.3M | |
| 3 | +$14.3M | |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$8.17M |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$4.87M |
Top Sellers
| 1 | -$46M | |
| 2 | -$10M | |
| 3 | -$7.97M | |
| 4 |
PWM
PBMares Wealth Management
Williamsburg,
Virginia
|
-$5.53M |
| 5 |
BA
Bridge Advisory
Pasadena,
California
|
-$4.74M |