Dimensional Short-Duration Fixed Income ETF
DFSD
DFSD
181 hedge funds and large institutions have $898M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 38 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
3.75% more ownership
Funds ownership: 55.29% → 59.04% (+3.7%)
5% less funds holding in top 10
Funds holding in top 10: 19 → 18 (-1)
Holders
181
Holding in Top 10
18
Calls
–
Puts
–
Top Buyers
| 1 | +$78.8M | |
| 2 | +$12.6M | |
| 3 | +$8.09M | |
| 4 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$7.04M |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$6.69M |
Top Sellers
| 1 | -$6.5M | |
| 2 | -$5.86M | |
| 3 | -$3.06M | |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$2.86M |
| 5 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
-$2.54M |