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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

214 hedge funds and large institutions have $1.31B invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

157% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 42

46% more capital invested

Capital invested by funds: $898M → $1.31B (+$412M)

44% more funds holding in top 10

Funds holding in top 10: 18 → 26 (+8)

18% more funds holding

Funds holding: 181 → 214 (+33)

5.35% more ownership

Funds ownership: 59.04% → 64.39% (+5.4%)

Holders
214
Holders Change
+33
Holders Change %
+18.23%
% of All Funds
3.12%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
47
Increased
108
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$57.1M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
+$41.5M
3
BSW
Buckingham Strategic Wealth
Missouri
+$35.7M
4
AC
Apella Capital
Connecticut
+$30.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$27.2M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$79.1M
2
VAS
Vestmark Advisory Solutions
Massachusetts
-$9.75M
3
WA
Waverly Advisors
Alabama
-$5.25M
4
BC
Burney Company
Virginia
-$4.85M
5
MWM
Mattern Wealth Management
Kansas
-$4.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFGO
26
Legacy Financial Group (Oklahoma)
Oklahoma
$12.9M +$881K +18,908 +7%
SIC
27
SJS Investment Consulting
Ohio
$12.5M -$1.37M -29,518 -10%
PAS
28
Park Avenue Securities
New York
$12.5M -$279K -5,981 -2%
OFA
29
Onyx Financial Advisors
Idaho
$11.6M +$1.3M +27,911 +13%
SRCM
30
Signature Resources Capital Management
California
$11.3M +$11.2M +239,386 New
SWA
31
Sax Wealth Advisors
New Jersey
$11.1M +$4.66M +100,109 +73%
AFS
32
Annapolis Financial Services
Maryland
$10.8M +$200K +4,292 +2%
VAS
33
Vestmark Advisory Solutions
Massachusetts
$10.6M -$9.75M -209,253 -48%
RFP
34
RCS Financial Planning
Maryland
$10.6M -$1.87M -40,100 -15%
W
35
WPWealth
Texas
$9.97M +$9.47M +203,217 +2,307%
OA
36
Oceanside Advisors
South Carolina
$9.93M +$9.84M +211,271 New
C1AG
37
Client 1st Advisory Group
Florida
$9.84M +$3.45M +74,136 +55%
LPL Financial
38
LPL Financial
California
$8.6M +$267K +5,735 +3%
AFGAS
39
Allegiance Financial Group Advisory Services
Virginia
$8.42M +$861K +18,479 +12%
DAS
40
Dynamic Advisor Solutions
Arizona
$8.27M +$1.53M +32,908 +23%
AWM
41
AE Wealth Management
Kansas
$8.27M +$4.89M +104,941 +148%
GOCP
42
Great Oak Capital Partners
Massachusetts
$8.17M +$8.1M +173,832 New
RFP
43
Root Financial Partners
California
$8.17M +$1.96M +42,105 +32%
CIAS
44
CFS Investment Advisory Services
New Jersey
$7.53M +$229K +4,921 +3%
CWP
45
Concord Wealth Partners
Virginia
$7.18M +$7.11M +152,646 New
WCA
46
Waypoint Capital Advisors
Minnesota
$6.81M +$1.58M +33,970 +31%
RWM
47
Ruedi Wealth Management
Illinois
$6.76M +$2.87M +61,540 +75%
Corient Private Wealth
48
Corient Private Wealth
Florida
$6.74M +$6.15M +132,000 +1,157%
THL
49
Tillman Hartley LLC
Colorado
$6.74M +$332K +7,118 +5%
SFA
50
Sequoia Financial Advisors
Ohio
$6.47M +$528K +11,338 +9%
1
2
3 4 5

DFSD Hedge Fund Activity: Q4 2023 in Review

214 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2023, worth a combined $1.31B — up 46% from $898M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFSD positions and 11 closed out — a net gain of 36 holders — while 108 added to existing stakes and 42 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $57.1M. The largest seller was Strategic Investment Solutions, cutting an estimated $79.1M.

  • 214 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2023, up from 181 in Q3 2023.
  • Funds reported $1.31B of Dimensional Short-Duration Fixed Income ETF stock for Q4 2023, up 46% quarter-over-quarter.
  • 47 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2023 and 11 closed out, a net change of +36 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2023 was OneDigital Investment Advisors, an estimated $57.1M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $79.1M sold.

Based on aggregated 13F filings for Q4 2023.