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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

323 hedge funds and large institutions have $3.1B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 173 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,640% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 5

268% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 47

61% more funds holding in top 10

Funds holding in top 10: 41 → 66 (+25)

34% more capital invested

Capital invested by funds: $2.3B → $3.1B (+$792M)

30% more funds holding

Funds holding: 249 → 323 (+74)

13.86% more ownership

Funds ownership: 67.07% → 80.93% (+14%)

Holders
323
Holders Change
+74
Holders Change %
+29.72%
% of All Funds
4.25%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
0.87%
New
87
Increased
173
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
+$194M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$45.2M
3
EFP
Elser Financial Planning
Indiana
+$33.6M
4
SC
Savant Capital
Illinois
+$30.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$30.7M

Top Sellers

1
RWM
Rockwood Wealth Management
Pennsylvania
-$16.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.84M
3
SWA
Sax Wealth Advisors
New Jersey
-$5.62M
4
RFP
RCS Financial Planning
Maryland
-$3.75M
5
DPW
DiNuzzo Private Wealth
Pennsylvania
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
C1AG
51
Client 1st Advisory Group
Florida
$13.7M +$883K +18,672 +7%
NWM
52
Northwest Wealth Management
Iowa
$13.3M +$6.4M +135,367 +91%
WC
53
Wolfstich Capital
Massachusetts
$13.2M +$13.3M +280,676 New
PCA
54
Prosperity Capital Advisors
Ohio
$12.9M +$2.7M +57,022 +26%
Renaissance Technologies
55
Renaissance Technologies
New York
$12.6M -$5.84M -123,531 -31%
VAS
56
Vestmark Advisory Solutions
Massachusetts
$12.4M +$946 +20 +0%
AF
57
Allworth Financial
California
$12.4M +$6.62M +139,863 +113%
BWA
58
BCU Wealth Advisors
Illinois
$12.2M +$2M +42,311 +19%
BWM
59
BCO Wealth Management
New Mexico
$11.9M +$12M +254,641 New
SHFA
60
SC&H Financial Advisors
Maryland
$11.9M +$3.37M +71,127 +39%
ODA
61
One Degree Advisors
California
$11.9M +$372K +7,868 +3%
HWM
62
Hemington Wealth Management
Virginia
$11.3M +$1.95M +41,190 +21%
OA
63
Oceanside Advisors
South Carolina
$11.2M +$332K +7,028 +3%
DAS
64
Dynamic Advisor Solutions
Arizona
$11.1M +$240K +5,081 +2%
LPL Financial
65
LPL Financial
California
$10.9M +$700K +14,788 +7%
KWA
66
Kondo Wealth Advisors
California
$10.9M +$11M +231,596 New
DB
67
Dravo Bay
Delaware
$10.6M +$560K +11,846 +6%
PAM
68
Pacific Asset Management
Washington
$10.6M +$10.7M +225,321 New
CA
69
Clune & Associates
Illinois
$10.3M +$10.4M +220,193 New
Betterment LLC
70
Betterment LLC
New York
$9.93M +$364K +7,693 +4%
THL
71
Tillman Hartley LLC
Colorado
$9.8M +$2.49M +52,678 +34%
YWM
72
Yardley Wealth Management
Pennsylvania
$9.68M +$1.45M +30,650 +17%
PHWM
73
Pine Harbor Wealth Management
Maryland
$9.01M +$3.76M +79,395 +70%
GCA
74
Gradient Capital Advisors
California
$8.79M +$1.45M +30,718 +20%
PCM
75
Peirce Capital Management
Texas
$8.71M +$326K +6,882 +4%
1 2
3
4 5

DFSD Hedge Fund Activity: Q4 2024 in Review

323 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2024, worth a combined $3.1B — up 34% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new DFSD positions and 5 closed out — a net gain of 82 holders — while 173 added to existing stakes and 47 trimmed.

The largest buyer was Essential Planning, adding an estimated $194M. The largest seller was Rockwood Wealth Management, cutting an estimated $16.1M.

  • 323 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2024, up from 249 in Q3 2024.
  • Funds reported $3.1B of Dimensional Short-Duration Fixed Income ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 87 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2024 and 5 closed out, a net change of +82 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2024 was Essential Planning, an estimated $194M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q4 2024 was Rockwood Wealth Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2024.