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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

242 hedge funds and large institutions have $1.94B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 36

260% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 10

23% more capital invested

Capital invested by funds: $1.57B → $1.94B (+$364M)

11% more funds holding

Funds holding: 218 → 242 (+24)

7% more funds holding in top 10

Funds holding in top 10: 29 → 31 (+2)

1.98% more ownership

Funds ownership: 62.19% → 64.17% (+2%)

Holders
242
Holders Change
+24
Holders Change %
+11.01%
% of All Funds
3.5%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.45%
New
36
Increased
154
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCI
Planning Center Inc
Illinois
+$90.3M
2
AssetMark Inc
AssetMark Inc
California
+$25.9M
3
AFG
Altiora Financial Group
Ohio
+$25M
4
BSW
Buckingham Strategic Wealth
Missouri
+$23.5M
5
OIA
OneDigital Investment Advisors
Kansas
+$19.2M

Top Sellers

1
Jane Street
Jane Street
New York
-$33M
2
BC
Burney Company
Virginia
-$6.45M
3
SAG
SageView Advisory Group
California
-$2.76M
4
OMC
Old Mission Capital
Illinois
-$2.58M
5
WA
Waverly Advisors
Alabama
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
51
Peirce Capital Management
Texas
$8.38M +$636K +13,548 +8%
FWS
52
FinDec Wealth Services
California
$8.14M +$2.44M +52,051 +43%
JTWM
53
Jackson Thornton Wealth Management
Alabama
$8.04M +$7.38M +157,266 +1,133%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$7.89M +$3.38M +71,940 +75%
CWP
55
Concord Wealth Partners
Virginia
$7.84M +$313K +6,659 +4%
CIAS
56
CFS Investment Advisory Services
New Jersey
$7.4M +$170K +3,613 +2%
SHFA
57
SC&H Financial Advisors
Maryland
$7.07M +$850K +18,112 +14%
Corient Private Wealth
58
Corient Private Wealth
Florida
$6.83M -$63.9K -1,361 -0.9%
PFA
59
Pure Financial Advisors
California
$6.77M +$1.84M +39,162 +37%
THL
60
Tillman Hartley LLC
Colorado
$6.47M -$290K -6,176 -4%
NA
61
NewEdge Advisors
Louisiana
$6.4M +$182K +3,880 +3%
AF
62
Allworth Financial
California
$6.39M +$1.24M +26,333 +24%
KA
63
Kooman & Associates
Pennsylvania
$6.04M +$30.1K +642 +0.5%
WCA
64
Waypoint Capital Advisors
Minnesota
$5.94M -$778K -16,581 -12%
CPIG
65
Chicago Partners Investment Group
Illinois
$5.82M +$1.09M +23,137 +23%
HIG
66
Heritage Investment Group
Florida
$5.76M +$299K +6,376 +5%
AC
67
AWM Capital
Arizona
$5.74M +$885K +18,856 +18%
WWWM
68
White Wing Wealth Management
Texas
$5.72M +$69.1K +1,473 +1%
BHWM
69
Bay Harbor Wealth Management
Maryland
$5.72M +$1.09M +23,123 +23%
GCA
70
Gradient Capital Advisors
California
$5.6M +$1.29M +27,512 +30%
FWP
71
Family Wealth Partners
North Carolina
$5.56M +$704K +14,988 +14%
GLLW
72
Graves Light Lenhart Wealth
Virginia
$5.31M +$6.76K +144 +0.1%
HWM
73
Hemington Wealth Management
Virginia
$5.19M +$2.48M +52,935 +92%
CAM
74
CPA Asset Management
Florida
$5.19M +$714K +15,215 +16%
SPWM
75
Straight Path Wealth Management
Michigan
$5.16M +$601K +12,805 +13%
1 2
3
4 5

DFSD Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q2 2024, worth a combined $1.94B — up 23% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFSD positions and 10 closed out — a net gain of 26 holders — while 154 added to existing stakes and 36 trimmed.

The largest buyer was Planning Center Inc, adding an estimated $90.3M. The largest seller was Jane Street, cutting an estimated $33M.

  • 242 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q2 2024, up from 218 in Q1 2024.
  • Funds reported $1.94B of Dimensional Short-Duration Fixed Income ETF stock for Q2 2024, up 23% quarter-over-quarter.
  • 36 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q2 2024 and 10 closed out, a net change of +26 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q2 2024 was Planning Center Inc, an estimated $90.3M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q2 2024 was Jane Street, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2024.