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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

86 hedge funds and large institutions have $319M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

26% more funds holding

Funds holding: 68 → 86 (+18)

13% more capital invested

Capital invested by funds: $283M → $319M (+$35.9M)

12.15% more ownership

Funds ownership: 42.46% → 54.61% (+12%)

Holders
86
Holders Change
+18
Holders Change %
+26.47%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
22
Increased
37
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$112M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13.9M
3
CPIG
Chicago Partners Investment Group
Illinois
+$8.08M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.74M
5
RWM
Rockwood Wealth Management
Pennsylvania
+$5.89M

Top Sellers

1
Jane Street
Jane Street
New York
-$8.68M
2
AF
Allworth Financial
California
-$8.46M
3
W
Wealthquest
Ohio
-$5.24M
4
AssetMark Inc
AssetMark Inc
California
-$3.9M
5
GPWA
Great Point Wealth Advisors
Massachusetts
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
51
Waypoint Capital Advisors
Minnesota
$558K +$568K +12,139 New
Osaic Holdings
52
Osaic Holdings
Arizona
$541K +$419K +8,959 +319%
SC
53
Shearwater Capital
Colorado
$526K -$3.04K -65 -0.6%
FWP
54
Firethorn Wealth Partners
Georgia
$524K +$67.3K +1,438 +14%
KF
55
Krilogy Financial
Missouri
$518K +$527K +11,257 New
SIG
56
Spinnaker Investment Group
California
$467K +$462K +9,863 New
DFC
57
DBK Financial Counsel
Ohio
$456K -$147K -3,145 -24%
OPS
58
Orion Portfolio Solutions
Nebraska
$454K -$53.8K -1,150 -10%
SIC
59
Samalin Investment Counsel
New York
$424K +$431K +9,218 New
AAS
60
Avantax Advisory Services
Texas
$408K +$12.2K +260 +3%
PFA
61
Pure Financial Advisors
California
$398K -$127K -2,712 -24%
MWM
62
Mattern Wealth Management
Kansas
$388K +$395K +8,436 New
SWM
63
Seaside Wealth Management
California
$382K +$390K +8,340 New
RCAG
64
Rehmann Capital Advisory Group
Michigan
$380K +$93.7K +2,001 +32%
BCA
65
Bay Colony Advisors
Massachusetts
$359K +$365K +7,807 New
IWM
66
IHT Wealth Management
Illinois
$348K +$354K +7,570 New
AAM
67
Austin Asset Management
Texas
$345K – – –
BWM
68
Blossom Wealth Management
California
$339K +$2.06K +44 +0.6%
PAG
69
Private Advisor Group
New Jersey
$306K +$312K +6,656 New
GWA
70
Geometric Wealth Advisors
District of Columbia
$300K +$67.4K +1,440 +28%
MA
71
Mutual Advisors
Nebraska
$284K -$58K -1,240 -17%
GTAM
72
Global Trust Asset Management
Florida
$280K -$270K -5,770 -49%
PA
73
PFG Advisors
Arizona
$280K +$285K +6,078 New
BSW
74
Buckingham Strategic Wealth
Missouri
$258K – – –
SWM
75
Selective Wealth Management
Virginia
$250K +$254K +5,435 New
1 2
3
4

DFSD Hedge Fund Activity: Q3 2022 in Review

86 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q3 2022, worth a combined $319M — up 13% from $283M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFSD positions and 4 closed out — a net gain of 18 holders — while 37 added to existing stakes and 24 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $112M. The largest seller was Jane Street, cutting an estimated $8.68M.

  • 86 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q3 2022, up from 68 in Q2 2022.
  • Funds reported $319M of Dimensional Short-Duration Fixed Income ETF stock for Q3 2022, up 13% quarter-over-quarter.
  • 22 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q3 2022 and 4 closed out, a net change of +18 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $112M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q3 2022 was Jane Street, an estimated $8.68M sold.

Based on aggregated 13F filings for Q3 2022.