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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

323 hedge funds and large institutions have $3.1B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 173 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,640% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 5

268% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 47

61% more funds holding in top 10

Funds holding in top 10: 41 → 66 (+25)

34% more capital invested

Capital invested by funds: $2.3B → $3.1B (+$792M)

30% more funds holding

Funds holding: 249 → 323 (+74)

13.86% more ownership

Funds ownership: 67.07% → 80.93% (+14%)

Holders
323
Holders Change
+74
Holders Change %
+29.72%
% of All Funds
4.25%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
0.87%
New
87
Increased
173
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
+$194M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$45.2M
3
EFP
Elser Financial Planning
Indiana
+$33.6M
4
SC
Savant Capital
Illinois
+$30.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$30.7M

Top Sellers

1
RWM
Rockwood Wealth Management
Pennsylvania
-$16.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.84M
3
SWA
Sax Wealth Advisors
New Jersey
-$5.62M
4
RFP
RCS Financial Planning
Maryland
-$3.75M
5
DPW
DiNuzzo Private Wealth
Pennsylvania
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
26
Curio Wealth
Maryland
$25.7M +$26M +548,616 New
SWA
27
Sterling Wealth Advisors
Florida
$23.8M +$24.1M +508,557 New
HFA
28
Hippocratic Financial Advisors
California
$22.8M +$23.1M +487,246 New
GFA
29
Grunden Financial Advisory
Texas
$22.8M +$1.33M +28,073 +6%
RA
30
RFG Advisory
Alabama
$22.4M +$1.26M +26,638 +6%
KSWWM
31
Keyes Stange & Wooten Wealth Management
Florida
$22M +$2.22M +46,964 +11%
GOCP
32
Great Oak Capital Partners
Massachusetts
$20.9M +$3.89M +82,206 +22%
PAS
33
Park Avenue Securities
New York
$20.6M +$450K +9,522 +2%
SWA
34
Sax Wealth Advisors
New Jersey
$20.1M -$5.62M -118,780 -22%
VWA
35
Valued Wealth Advisors
Utah
$19.3M +$2.52M +53,185 +15%
ME
36
McIlrath & Eck
Washington
$19.2M +$8.27M +174,739 +74%
Bank of America
37
Bank of America
North Carolina
$18.7M +$3.69M +78,021 +24%
JTWM
38
Jackson Thornton Wealth Management
Alabama
$17.9M +$2.78M +58,771 +18%
LFGO
39
Legacy Financial Group (Oklahoma)
Oklahoma
$17.7M +$1.09M +22,992 +6%
VP
40
Verisail Partners
Georgia
$17M +$17.1M +361,752 New
DWM
41
David Wealth Management
Virginia
$16.5M +$16.7M +352,505 New
SIC
42
SJS Investment Consulting
Ohio
$16.4M +$1.07M +22,522 +7%
OFA
43
Onyx Financial Advisors
Idaho
$15.4M +$348K +7,364 +2%
AFGAS
44
Allegiance Financial Group Advisory Services
Virginia
$14.7M +$1.6M +33,837 +12%
VF
45
Vestment Financial
Minnesota
$14.6M +$14.8M +312,418 New
SRCM
46
Signature Resources Capital Management
California
$14.5M +$1.62M +34,291 +12%
WA
47
Waverly Advisors
Alabama
$14.4M -$678K -14,325 -4%
IA
48
IFP Advisors
Florida
$14M +$6.51M +137,672 +86%
SF
49
SageOak Financial
Oklahoma
$13.9M +$14M +296,521 New
IWC
50
Integrated Wealth Concepts
Massachusetts
$13.7M +$3.21M +67,798 +30%
1
2
3 4 5

DFSD Hedge Fund Activity: Q4 2024 in Review

323 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2024, worth a combined $3.1B — up 34% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new DFSD positions and 5 closed out — a net gain of 82 holders — while 173 added to existing stakes and 47 trimmed.

The largest buyer was Essential Planning, adding an estimated $194M. The largest seller was Rockwood Wealth Management, cutting an estimated $16.1M.

  • 323 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2024, up from 249 in Q3 2024.
  • Funds reported $3.1B of Dimensional Short-Duration Fixed Income ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 87 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2024 and 5 closed out, a net change of +82 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2024 was Essential Planning, an estimated $194M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q4 2024 was Rockwood Wealth Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2024.