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DFSD

Dimensional Short-Duration Fixed Income ETF

181 hedge funds and large institutions have $898M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 38

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

22% more capital invested

Capital invested by funds: $738M → $898M (+$160M)

8% more funds holding

Funds holding: 168181 (+13)

3.75% more ownership

Funds ownership: 55.29%59.04% (+3.7%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
181
Holders Change
+13
Holders Change %
+7.74%
% of All Funds
2.87%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
24
Increased
105
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
51
Ruedi Wealth Management
Illinois
$3.81M +$324K +6,968 +9%
SPWM
52
Straight Path Wealth Management
Michigan
$3.65M +$506K +10,881 +16%
Truist Financial
53
Truist Financial
North Carolina
$3.62M +$527K +11,343 +17%
GCA
54
Gradient Capital Advisors
California
$3.61M +$161K +3,467 +5%
AWM
55
AE Wealth Management
Kansas
$3.3M +$167K +3,585 +5%
FW
56
FirstPurpose Wealth
Utah
$3.15M +$85.7K +1,843 +3%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$2.98M +$2.78M +59,836 +1,370%
Betterment LLC
58
Betterment LLC
New York
$2.9M +$818K +17,595 +39%
MCA
59
Maryland Capital Advisors
Maryland
$2.85M +$146K +3,151 +5%
CPIG
60
Chicago Partners Investment Group
Illinois
$2.77M -$6.5M -139,884 -70%
BHWM
61
Bay Harbor Wealth Management
Maryland
$2.74M +$393K +8,452 +17%
SAG
62
SageView Advisory Group
California
$2.68M +$28K +603 +1%
CAM
63
CPA Asset Management
Florida
$2.56M +$657K +14,140 +34%
HNWA
64
Henrickson Nauta Wealth Advisors
Michigan
$2.53M +$334K +7,191 +15%
BA
65
Bridge Advisory
California
$2.46M -$25.3K -544 -1%
AWA
66
Acorn Wealth Advisors
Michigan
$2.42M +$202K +4,350 +9%
SRWM
67
Shira Ridge Wealth Management
California
$2.42M -$498K -10,713 -17%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$2.4M +$47.4K +1,020 +2%
PCI
69
Planning Center Inc
Illinois
$2.26M -$449K -9,652 -17%
Envestnet Portfolio Solutions
70
Envestnet Portfolio Solutions
Illinois
$2.18M +$2.18M +46,959 New
SFG
71
Steward Financial Group
Texas
$2.06M +$2.07M +44,536 New
IWC
72
Integrated Wealth Concepts
Massachusetts
$2.03M +$171K +3,674 +9%
HKIMG
73
Hutchens & Kramer Investment Management Group
Indiana
$2.02M +$125K +2,698 +7%
OIA
74
OneDigital Investment Advisors
Kansas
$1.98M +$1.26M +27,139 +174%
EP
75
Essential Planning
New Hampshire
$1.97M -$12.2K -263 -0.6%

DFSD Hedge Fund Activity: Q3 2023 in Review

181 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q3 2023, worth a combined $898M — up 22% from $738M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFSD positions and 9 closed out — a net gain of 15 holders — while 105 added to existing stakes and 38 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $78.8M. The largest seller was Chicago Partners Investment Group, cutting an estimated $6.5M.

  • 181 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q3 2023, up from 168 in Q2 2023.
  • Funds reported $898M of Dimensional Short-Duration Fixed Income ETF stock for Q3 2023, up 22% quarter-over-quarter.
  • 24 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q3 2023 and 9 closed out, a net change of +15 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $78.8M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q3 2023 was Chicago Partners Investment Group, an estimated $6.5M sold.

Based on aggregated 13F filings for Q3 2023.