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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

153 hedge funds and large institutions have $591M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

174% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 31

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

26% more capital invested

Capital invested by funds: $470M → $591M (+$121M)

12% more funds holding

Funds holding: 137 → 153 (+16)

3.26% more ownership

Funds ownership: 51.18% → 54.43% (+3.3%)

Holders
153
Holders Change
+16
Holders Change %
+11.68%
% of All Funds
2.44%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
27
Increased
85
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BC
Burney Company
Virginia
+$25.5M
2
SHWM
Silicon Hills Wealth Management
Texas
+$20.6M
3
MWM
Mattern Wealth Management
Kansas
+$14.8M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$11.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.72M

Top Sellers

Rank Fund Capital Flow
1
CPIG
Chicago Partners Investment Group
Illinois
-$8.78M
2
TAM
TCP Asset Management
Ohio
-$3.76M
3
OMC
Old Mission Capital
Illinois
-$3.36M
4
AF
Allworth Financial
California
-$3.1M
5
TWM
Tanager Wealth Management
United Kingdom
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
26
CFS Investment Advisory Services
New Jersey
$6.96M +$106K +2,272 +2%
LPL Financial
27
LPL Financial
California
$6.81M +$5.84M +125,644 +619%
KA
28
Kooman & Associates
Pennsylvania
$6.54M +$36.6K +788 +0.6%
THL
29
Tillman Hartley LLC
Colorado
$6.01M +$155K +3,341 +3%
GLLW
30
Graves Light Lenhart Wealth
Virginia
$6M -$582K -12,534 -9%
SFA
31
Sequoia Financial Advisors
Ohio
$5.52M +$5.5M +118,397 New
Osaic Holdings
32
Osaic Holdings
Arizona
$5.47M +$1.06M +22,922 +24%
FWS
33
FinDec Wealth Services
California
$5.21M +$591K +12,713 +13%
AFGAS
34
Allegiance Financial Group Advisory Services
Virginia
$4.02M +$2.12M +45,611 +112%
TIM
35
Tortoise Investment Management
New York
$3.89M -$321K -6,915 -8%
AC
36
AWM Capital
Arizona
$3.85M +$589K +12,681 +18%
WCA
37
Waypoint Capital Advisors
Minnesota
$3.84M +$41.5K +893 +1%
RFP
38
Root Financial Partners
California
$3.82M +$3.8M +81,888 New
SIS
39
Strategic Investment Solutions
Illinois
$3.49M -$854K -18,377 -20%
GPWA
40
Great Point Wealth Advisors
Massachusetts
$3.25M +$236K +5,077 +8%
GCA
41
Gradient Capital Advisors
California
$3.23M +$173K +3,725 +6%
Corient Private Wealth
42
Corient Private Wealth
Florida
$3.16M +$1.68M +36,077 +114%
SRWM
43
Shira Ridge Wealth Management
California
$3.07M -$649K -13,978 -18%
MSWMA
44
Market Street Wealth Management Advisors
Indiana
$2.92M -$178K -3,828 -6%
SPWM
45
Straight Path Wealth Management
Michigan
$2.76M +$339K +7,298 +14%
MCA
46
Maryland Capital Advisors
Maryland
$2.72M +$1.16K +25 +0%
SAG
47
SageView Advisory Group
California
$2.64M +$57K +1,227 +2%
AWS
48
Atria Wealth Solutions
New York
$2.5M +$330K +7,111 +15%
BA
49
Bridge Advisory
California
$2.48M +$230K +4,942 +10%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$2.48M +$97.5K +2,099 +4%
1
2
3 4 5

DFSD Hedge Fund Activity: Q1 2023 in Review

153 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q1 2023, worth a combined $591M — up 26% from $470M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFSD positions and 8 closed out — a net gain of 19 holders — while 85 added to existing stakes and 31 trimmed.

The largest buyer was Burney Company, opening a new position worth an estimated $25.5M. The largest seller was Chicago Partners Investment Group, cutting an estimated $8.78M.

  • 153 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q1 2023, up from 137 in Q4 2022.
  • Funds reported $591M of Dimensional Short-Duration Fixed Income ETF stock for Q1 2023, up 26% quarter-over-quarter.
  • 27 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q1 2023 and 8 closed out, a net change of +19 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q1 2023 was Burney Company, an estimated $25.5M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q1 2023 was Chicago Partners Investment Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q1 2023.