Dimensional Short-Duration Fixed Income ETF
DFSD
DFSD
137 hedge funds and large institutions have $470M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
47% more capital invested
Capital invested by funds: $319M → $470M (+$151M)
3.43% less ownership
Funds ownership: 54.61% → 51.18% (-3.4%)
Holders
137
Holding in Top 10
13
Calls
–
Puts
–
Top Buyers
| 1 | +$16.7M | |
| 2 | +$7.9M | |
| 3 | +$6.51M | |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
+$5.05M |
| 5 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$4.21M |
Top Sellers
| 1 | -$105M | |
| 2 | -$14.9M | |
| 3 | -$6.62M | |
| 4 |
TFA
Triad Financial Advisors
Greensboro,
North Carolina
|
-$4.12M |
| 5 |
W
Wealthquest
Cincinnati,
Ohio
|
-$1.95M |