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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

86 hedge funds and large institutions have $319M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

26% more funds holding

Funds holding: 68 → 86 (+18)

13% more capital invested

Capital invested by funds: $283M → $319M (+$35.9M)

12.15% more ownership

Funds ownership: 42.46% → 54.61% (+12%)

Holders
86
Holders Change
+18
Holders Change %
+26.47%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
22
Increased
37
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$112M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13.9M
3
CPIG
Chicago Partners Investment Group
Illinois
+$8.08M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.74M
5
RWM
Rockwood Wealth Management
Pennsylvania
+$5.89M

Top Sellers

1
Jane Street
Jane Street
New York
-$8.68M
2
AF
Allworth Financial
California
-$8.46M
3
W
Wealthquest
Ohio
-$5.24M
4
AssetMark Inc
AssetMark Inc
California
-$3.9M
5
GPWA
Great Point Wealth Advisors
Massachusetts
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSWMA
76
Market Street Wealth Management Advisors
Indiana
$248K +$252K +5,392 New
OCM
77
Orion Capital Management
California
$243K +$177K +3,784 +254%
FF
78
Francis Financial
$233K +$34.3K +732 +17%
GVAG
79
Great Valley Advisor Group
Delaware
$230K +$19.4K +415 +9%
EGWAG
80
Elwood & Goetz Wealth Advisory Group
Georgia
$225K +$228K +4,881 New
UBS Group
81
UBS Group
Switzerland
$173K +$176K +3,763 New
IA
82
IFP Advisors
Florida
$161K +$128K +2,724 +543%
AF
83
Advisornet Financial
Minnesota
$125K +$127K +2,713 New
SWM
84
Spire Wealth Management
Virginia
$59K +$60K +1,282 New
BHWM
85
Bay Harbor Wealth Management
Maryland
$10K +$9.92K +212 New
CMBA
86
C.M. Bidwell & Associates
Hawaii
$6K – – –
BA
87
Bridgewater Advisors
New York
– -$782K -16,675 Closed
FPAS
88
Focus Partners Advisor Solutions
Missouri
– -$385K -8,202 Closed
Bank of America
89
Bank of America
North Carolina
– -$325K -6,930 Closed
MG
90
MilWealth Group
Wisconsin
– -$103K -2,191 Closed
1 2 3
4

DFSD Hedge Fund Activity: Q3 2022 in Review

86 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q3 2022, worth a combined $319M — up 13% from $283M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFSD positions and 4 closed out — a net gain of 18 holders — while 37 added to existing stakes and 24 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $112M. The largest seller was Jane Street, cutting an estimated $8.68M.

  • 86 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q3 2022, up from 68 in Q2 2022.
  • Funds reported $319M of Dimensional Short-Duration Fixed Income ETF stock for Q3 2022, up 13% quarter-over-quarter.
  • 22 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q3 2022 and 4 closed out, a net change of +18 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $112M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q3 2022 was Jane Street, an estimated $8.68M sold.

Based on aggregated 13F filings for Q3 2022.