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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

218 hedge funds and large institutions have $1.57B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 126 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 50

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

20% more capital invested

Capital invested by funds: $1.31B → $1.57B (+$264M)

12% more funds holding in top 10

Funds holding in top 10: 26 → 29 (+3)

2% more funds holding

Funds holding: 214 → 218 (+4)

2.2% less ownership

Funds ownership: 64.39% → 62.19% (-2.2%)

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
3.14%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.42%
New
24
Increased
126
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$45.9M
2
Jane Street
Jane Street
New York
+$32.2M
3
BSW
Buckingham Strategic Wealth
Missouri
+$30.2M
4
W
WPWealth
Texas
+$28.1M
5
OIA
OneDigital Investment Advisors
Kansas
+$23.6M

Top Sellers

1
FPAS
Focus Partners Advisor Solutions
Missouri
-$15.3M
2
AFS
Annapolis Financial Services
Maryland
-$9.55M
3
AWM
AE Wealth Management
Kansas
-$8.04M
4
SFA
Sequoia Financial Advisors
Ohio
-$6.47M
5
Bank of America
Bank of America
North Carolina
-$6.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
THL
51
Tillman Hartley LLC
Colorado
$6.77M +$19.9K +423 +0.3%
WCA
52
Waypoint Capital Advisors
Minnesota
$6.73M -$84.9K -1,806 -1%
Renaissance Technologies
53
Renaissance Technologies
New York
$6.33M +$2.58M +54,979 +69%
NA
54
NewEdge Advisors
Louisiana
$6.22M +$719K +15,293 +13%
SHFA
55
SC&H Financial Advisors
Maryland
$6.22M +$447K +9,511 +8%
KA
56
Kooman & Associates
Pennsylvania
$6.01M +$157K +3,346 +3%
FWS
57
FinDec Wealth Services
California
$5.7M -$158K -3,362 -3%
WWWM
58
White Wing Wealth Management
Texas
$5.65M +$470K +10,007 +9%
HIG
59
Heritage Investment Group
Florida
$5.47M +$276K +5,870 +5%
GLLW
60
Graves Light Lenhart Wealth
Virginia
$5.31M -$53.6K -1,140 -1%
AF
61
Allworth Financial
California
$5.14M -$107K -2,283 -2%
PWMG
62
Pioneer Wealth Management Group
Texas
$5.12M +$5.11M +108,820 New
PFA
63
Pure Financial Advisors
California
$4.93M +$45K +958 +0.9%
FWP
64
Family Wealth Partners
North Carolina
$4.86M +$1.92M +40,767 +65%
AC
65
AWM Capital
Arizona
$4.86M +$274K +5,829 +6%
CPIG
66
Chicago Partners Investment Group
Illinois
$4.69M +$831K +17,688 +21%
BHWM
67
Bay Harbor Wealth Management
Maryland
$4.64M +$614K +13,057 +15%
SPWM
68
Straight Path Wealth Management
Michigan
$4.57M +$546K +11,625 +14%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$4.51M +$558K +11,882 +14%
CAM
70
CPA Asset Management
Florida
$4.47M +$651K +13,843 +17%
FW
71
FirstPurpose Wealth
Utah
$4.44M +$412K +8,775 +10%
GCA
72
Gradient Capital Advisors
California
$4.31M +$745K +15,849 +21%
IA
73
IFP Advisors
Florida
$4.14M +$357K +7,591 +9%
BWG
74
Beta Wealth Group
California
$3.99M +$3.99M +84,819 New
LWM
75
Lakeridge Wealth Management
Ohio
$3.37M +$219K +4,654 +7%
1 2
3
4 5

DFSD Hedge Fund Activity: Q1 2024 in Review

218 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q1 2024, worth a combined $1.57B — up 20% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFSD positions and 15 closed out — a net gain of 9 holders — while 126 added to existing stakes and 50 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $45.9M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $15.3M.

  • 218 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q1 2024, up from 214 in Q4 2023.
  • Funds reported $1.57B of Dimensional Short-Duration Fixed Income ETF stock for Q1 2024, up 20% quarter-over-quarter.
  • 24 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q1 2024 and 15 closed out, a net change of +9 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q1 2024 was HighTower Advisors, an estimated $45.9M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q1 2024 was Focus Partners Advisor Solutions, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2024.