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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

242 hedge funds and large institutions have $1.94B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 36

260% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 10

23% more capital invested

Capital invested by funds: $1.57B → $1.94B (+$364M)

11% more funds holding

Funds holding: 218 → 242 (+24)

7% more funds holding in top 10

Funds holding in top 10: 29 → 31 (+2)

1.98% more ownership

Funds ownership: 62.19% → 64.17% (+2%)

Holders
242
Holders Change
+24
Holders Change %
+11.01%
% of All Funds
3.5%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.45%
New
36
Increased
154
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCI
Planning Center Inc
Illinois
+$90.3M
2
AssetMark Inc
AssetMark Inc
California
+$25.9M
3
AFG
Altiora Financial Group
Ohio
+$25M
4
BSW
Buckingham Strategic Wealth
Missouri
+$23.5M
5
OIA
OneDigital Investment Advisors
Kansas
+$19.2M

Top Sellers

1
Jane Street
Jane Street
New York
-$33M
2
BC
Burney Company
Virginia
-$6.45M
3
SAG
SageView Advisory Group
California
-$2.76M
4
OMC
Old Mission Capital
Illinois
-$2.58M
5
WA
Waverly Advisors
Alabama
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
26
Root Financial Partners
California
$17.8M +$5.58M +118,930 +46%
RWM
27
Rockwood Wealth Management
Pennsylvania
$17.5M +$1.59M +33,960 +10%
RWM
28
Ruedi Wealth Management
Illinois
$17.2M +$6.12M +130,358 +55%
VWA
29
Valued Wealth Advisors
Utah
$16.4M +$1.03M +21,870 +7%
GOCP
30
Great Oak Capital Partners
Massachusetts
$16.2M +$4.49M +95,643 +39%
WA
31
Waverly Advisors
Alabama
$15.8M -$2.24M -47,697 -12%
LFGO
32
Legacy Financial Group (Oklahoma)
Oklahoma
$15.7M +$756K +16,110 +5%
SIC
33
SJS Investment Consulting
Ohio
$15M +$1.09M +23,134 +8%
OFA
34
Onyx Financial Advisors
Idaho
$14.4M +$1.14M +24,308 +9%
KSWWM
35
Keyes Stange & Wooten Wealth Management
Florida
$13.1M +$3.95M +84,102 +43%
SRCM
36
Signature Resources Capital Management
California
$12.7M +$1.92M +40,876 +18%
C1AG
37
Client 1st Advisory Group
Florida
$12.5M +$2.05M +43,737 +20%
BC
38
Burney Company
Virginia
$12.2M -$6.45M -137,431 -35%
RFP
39
RCS Financial Planning
Maryland
$12.2M +$762K +16,227 +7%
AFGAS
40
Allegiance Financial Group Advisory Services
Virginia
$12.2M +$2.01M +42,845 +20%
Bank of America
41
Bank of America
North Carolina
$11.9M +$4.24M +90,411 +55%
VAS
42
Vestmark Advisory Solutions
Massachusetts
$10.7M -$62.9K -1,340 -0.6%
OA
43
Oceanside Advisors
South Carolina
$10.5M +$754K +16,070 +8%
IWC
44
Integrated Wealth Concepts
Massachusetts
$10.4M +$7.89M +168,135 +316%
TIM
45
Tortoise Investment Management
New York
$10.4M +$3.04M +64,788 +42%
DAS
46
Dynamic Advisor Solutions
Arizona
$10.3M +$1.45M +30,788 +16%
Renaissance Technologies
47
Renaissance Technologies
New York
$10M +$3.7M +78,838 +59%
LPL Financial
48
LPL Financial
California
$9.4M +$574K +12,222 +7%
Betterment LLC
49
Betterment LLC
New York
$9M +$1.46M +31,194 +19%
BWA
50
BCU Wealth Advisors
Illinois
$8.93M +$1.27M +27,146 +17%
1
2
3 4 5

DFSD Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q2 2024, worth a combined $1.94B — up 23% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFSD positions and 10 closed out — a net gain of 26 holders — while 154 added to existing stakes and 36 trimmed.

The largest buyer was Planning Center Inc, adding an estimated $90.3M. The largest seller was Jane Street, cutting an estimated $33M.

  • 242 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q2 2024, up from 218 in Q1 2024.
  • Funds reported $1.94B of Dimensional Short-Duration Fixed Income ETF stock for Q2 2024, up 23% quarter-over-quarter.
  • 36 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q2 2024 and 10 closed out, a net change of +26 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q2 2024 was Planning Center Inc, an estimated $90.3M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q2 2024 was Jane Street, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2024.