We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

249 hedge funds and large institutions have $2.3B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 137 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 66

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

32% more funds holding in top 10

Funds holding in top 10: 31 → 41 (+10)

19% more capital invested

Capital invested by funds: $1.94B → $2.3B (+$365M)

2.9% more ownership

Funds ownership: 64.17% → 67.07% (+2.9%)

3% more funds holding

Funds holding: 242 → 249 (+7)

Holders
249
Holders Change
+7
Holders Change %
+2.89%
% of All Funds
3.58%
Holding in Top 10
41
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+32.26%
% of All Funds
0.59%
New
28
Increased
137
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$128M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$74.3M
3
SC
Savant Capital
Illinois
+$22.3M
4
DPI
Diversified Portfolios Inc
Michigan
+$18.1M
5
ODA
One Degree Advisors
California
+$11.4M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$19.3M
2
NA
NewEdge Advisors
Louisiana
-$6.4M
3
BC
Burney Company
Virginia
-$5.22M
4
SPWM
Straight Path Wealth Management
Michigan
-$4.76M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
26
Park Avenue Securities
New York
$20.5M -$245K -5,158 -1%
KSWWM
27
Keyes Stange & Wooten Wealth Management
Florida
$20.2M +$6.81M +143,598 +51%
DPI
28
Diversified Portfolios Inc
Michigan
$20.1M +$18.1M +382,265 +982%
RWM
29
Rockwood Wealth Management
Pennsylvania
$19.7M +$1.91M +40,275 +11%
Renaissance Technologies
30
Renaissance Technologies
New York
$18.8M +$8.53M +179,686 +84%
GOCP
31
Great Oak Capital Partners
Massachusetts
$17.4M +$1.12M +23,543 +7%
VWA
32
Valued Wealth Advisors
Utah
$17.1M +$484K +10,204 +3%
LFGO
33
Legacy Financial Group (Oklahoma)
Oklahoma
$16.8M +$1.05M +22,187 +7%
SIC
34
SJS Investment Consulting
Ohio
$15.7M +$468K +9,871 +3%
JTWM
35
Jackson Thornton Wealth Management
Alabama
$15.4M +$7.18M +151,381 +88%
Bank of America
36
Bank of America
North Carolina
$15.3M +$3.2M +67,529 +27%
WA
37
Waverly Advisors
Alabama
$15.3M -$726K -15,298 -5%
OFA
38
Onyx Financial Advisors
Idaho
$15.3M +$682K +14,379 +5%
AFGAS
39
Allegiance Financial Group Advisory Services
Virginia
$13.3M +$958K +20,186 +8%
SRCM
40
Signature Resources Capital Management
California
$13.1M +$186K +3,922 +1%
C1AG
41
Client 1st Advisory Group
Florida
$13.1M +$353K +7,445 +3%
VAS
42
Vestmark Advisory Solutions
Massachusetts
$12.6M +$1.76M +37,173 +16%
RFP
43
RCS Financial Planning
Maryland
$12.5M +$95.4K +2,011 +0.8%
ODA
44
One Degree Advisors
California
$11.7M +$11.4M +239,476 +4,952%
ME
45
McIlrath & Eck
Washington
$11.3M +$8.65M +182,370 +342%
OA
46
Oceanside Advisors
South Carolina
$11M +$339K +7,136 +3%
DAS
47
Dynamic Advisor Solutions
Arizona
$11M +$555K +11,692 +5%
IWC
48
Integrated Wealth Concepts
Massachusetts
$10.7M +$150K +3,153 +1%
LPL Financial
49
LPL Financial
California
$10.4M +$878K +18,501 +9%
BWA
50
BCU Wealth Advisors
Illinois
$10.4M +$1.31M +27,583 +15%
1
2
3 4 5

DFSD Hedge Fund Activity: Q3 2024 in Review

249 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q3 2024, worth a combined $2.3B — up 19% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DFSD positions and 19 closed out — a net gain of 9 holders — while 137 added to existing stakes and 66 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $128M. The largest seller was Jane Street, cutting an estimated $19.3M.

  • 249 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q3 2024, up from 242 in Q2 2024.
  • Funds reported $2.3B of Dimensional Short-Duration Fixed Income ETF stock for Q3 2024, up 19% quarter-over-quarter.
  • 28 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q3 2024 and 19 closed out, a net change of +9 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $128M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q3 2024 was Jane Street, an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2024.