Dimensional Short-Duration Fixed Income ETF
DFSD
137 hedge funds and large institutions have $470M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 7 closing their positions.
743% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 7
225% more funds holding in top 10
Funds holding in top 10: 4 → 13 (+9)
77% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 26
59% more funds holding
Funds holding: 86 → 137 (+51)
47% more capital invested
Capital invested by funds: $319M → $470M (+$151M)
3.43% less ownership
Funds ownership: 54.61% → 51.18% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$16.5M |
| 2 |
RK
Rather & Kittrell
Knoxville,
Tennessee
|
+$7.87M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$6.6M |
| 4 |
GLLW
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
+$6.48M |
| 5 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$4.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$105M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$14.8M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.62M |
| 4 |
TFA
Triad Financial Advisors
Greensboro,
North Carolina
|
-$4.11M |
| 5 |
W
Wealthquest
Cincinnati,
Ohio
|
-$1.95M |
DFSD Hedge Fund Activity: Q4 2022 in Review
137 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2022, worth a combined $470M — up 47% from $319M a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new DFSD positions and 7 closed out — a net gain of 52 holders — while 46 added to existing stakes and 26 trimmed.
The largest buyer was RFG Advisory, opening a new position worth an estimated $16.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $105M.
- 137 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2022, up from 86 in Q3 2022.
- Funds reported $470M of Dimensional Short-Duration Fixed Income ETF stock for Q4 2022, up 47% quarter-over-quarter.
- 59 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2022 and 7 closed out, a net change of +52 holders.
- The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2022 was RFG Advisory, an estimated $16.5M added.
- The largest Dimensional Short-Duration Fixed Income ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $105M sold.
Based on aggregated 13F filings for Q4 2022.