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DFSD

Dimensional Short-Duration Fixed Income ETF
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

176% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 38

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

22% more capital invested

Capital invested by funds: $738M → $898M (+$160M)

8% more funds holding

Funds holding: 168 → 181 (+13)

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
Holders Change
+13
Holders Change %
+7.74%
% of All Funds
2.87%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
24
Increased
105
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
+$78.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.6M
3
PFO
Pathstone Family Office
New Jersey
+$10.9M
4
BHWM
Beaird Harris Wealth Management
Texas
+$8.11M
5
BSW
Buckingham Strategic Wealth
Missouri
+$7.05M

Top Sellers

1
CPIG
Chicago Partners Investment Group
Illinois
-$6.5M
2
Jane Street
Jane Street
New York
-$5.87M
3
RFP
RCS Financial Planning
Maryland
-$3.07M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$2.86M
5
TWM
Tanager Wealth Management
United Kingdom
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$8.45M +$4.02M +86,445 +90%
LPL Financial
27
LPL Financial
California
$8.22M -$78.1K -1,681 -0.9%
BSW
28
Buckingham Strategic Wealth
Missouri
$7.83M +$7.05M +151,712 +884%
AFGAS
29
Allegiance Financial Group Advisory Services
Virginia
$7.45M +$1.23M +26,454 +20%
CIAS
30
CFS Investment Advisory Services
New Jersey
$7.2M +$208K +4,471 +3%
DAS
31
Dynamic Advisor Solutions
Arizona
$6.67M +$3.3M +70,974 +97%
SWA
32
Sax Wealth Advisors
New Jersey
$6.33M +$2.31M +49,731 +57%
THL
33
Tillman Hartley LLC
Colorado
$6.32M -$63.5K -1,365 -1%
C1AG
34
Client 1st Advisory Group
Florida
$6.27M +$3.55M +76,264 +129%
RFP
35
Root Financial Partners
California
$6.11M +$1.29M +27,726 +27%
KA
36
Kooman & Associates
Pennsylvania
$6.11M -$83.3K -1,791 -1%
AF
37
Allworth Financial
California
$6.02M -$555K -11,944 -8%
SFA
38
Sequoia Financial Advisors
Ohio
$5.86M +$297K +6,392 +5%
FWS
39
FinDec Wealth Services
California
$5.63M +$28.3K +609 +0.5%
TIM
40
Tortoise Investment Management
New York
$5.59M +$1.4M +30,077 +33%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$5.21M -$811K -17,440 -13%
WCA
42
Waypoint Capital Advisors
Minnesota
$5.14M +$561K +12,065 +12%
HIG
43
Heritage Investment Group
Florida
$4.88M +$4.89M +105,188 New
AC
44
AWM Capital
Arizona
$4.48M +$47.2K +1,016 +1%
GPWA
45
Great Point Wealth Advisors
Massachusetts
$4.4M +$216K +4,640 +5%
AC
46
Apella Capital
Connecticut
$4.37M +$2.57M +55,386 +142%
SHFA
47
SC&H Financial Advisors
Maryland
$4.08M +$659K +14,174 +19%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$3.88M +$3.89M +83,595 New
BCI
49
Brinker Capital Investments
Pennsylvania
$3.86M +$295K +6,344 +8%
OPS
50
Orion Portfolio Solutions
Nebraska
$3.86M +$295K +6,344 +8%
1
2
3 4 5

DFSD Hedge Fund Activity: Q3 2023 in Review

181 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q3 2023, worth a combined $898M — up 22% from $738M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFSD positions and 9 closed out — a net gain of 15 holders — while 105 added to existing stakes and 38 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $78.8M. The largest seller was Chicago Partners Investment Group, cutting an estimated $6.5M.

  • 181 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q3 2023, up from 168 in Q2 2023.
  • Funds reported $898M of Dimensional Short-Duration Fixed Income ETF stock for Q3 2023, up 22% quarter-over-quarter.
  • 24 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q3 2023 and 9 closed out, a net change of +15 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $78.8M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q3 2023 was Chicago Partners Investment Group, an estimated $6.5M sold.

Based on aggregated 13F filings for Q3 2023.