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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

153 hedge funds and large institutions have $591M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

174% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 31

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

26% more capital invested

Capital invested by funds: $470M → $591M (+$121M)

12% more funds holding

Funds holding: 137 → 153 (+16)

3.26% more ownership

Funds ownership: 51.18% → 54.43% (+3.3%)

Holders
153
Holders Change
+16
Holders Change %
+11.68%
% of All Funds
2.44%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
27
Increased
85
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BC
Burney Company
Virginia
+$25.5M
2
SHWM
Silicon Hills Wealth Management
Texas
+$20.6M
3
MWM
Mattern Wealth Management
Kansas
+$14.8M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$11.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.72M

Top Sellers

Rank Fund Capital Flow
1
CPIG
Chicago Partners Investment Group
Illinois
-$8.78M
2
TAM
TCP Asset Management
Ohio
-$3.76M
3
OMC
Old Mission Capital
Illinois
-$3.36M
4
AF
Allworth Financial
California
-$3.1M
5
TWM
Tanager Wealth Management
United Kingdom
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$1.2M +$1.19M +25,628 New
Betterment LLC
77
Betterment LLC
New York
$1.2M +$775K +16,684 +187%
LI
78
LVZ Inc
Michigan
$1.09M +$91.7K +1,975 +9%
FF
79
Francis Financial
$1.08M +$190K +4,096 +22%
WWM
80
Wolff Wiese Magana
California
$1.08M -$108K -2,334 -9%
IFA
81
Index Fund Advisors
California
$1.05M +$102K +2,196 +11%
TAM
82
TCP Asset Management
Ohio
$1.03M -$3.76M -80,854 -78%
PAG
83
Private Advisor Group
New Jersey
$1.03M +$1.03M +22,065 New
SPA
84
Shore Point Advisors
New Jersey
$1.01M +$596K +12,837 +147%
MFC
85
Morris Financial Concepts
South Carolina
$918K +$181K +3,889 +25%
Renaissance Technologies
86
Renaissance Technologies
New York
$896K +$149K +3,198 +20%
FPAS
87
Focus Partners Advisor Solutions
Missouri
$857K +$853K +18,365 New
FWM
88
FMB Wealth Management
California
$834K +$191K +4,109 +30%
AAM
89
Austin Asset Management
Texas
$775K +$423K +9,100 +121%
EWA
90
EverSource Wealth Advisors
Alabama
$727K +$79.7K +1,715 +12%
MWP
91
Meredith Wealth Planning
Illinois
$719K +$716K +15,410 New
FWP
92
Firethorn Wealth Partners
Georgia
$700K +$128K +2,751 +22%
AWM
93
Apollon Wealth Management
South Carolina
$700K +$372K +8,000 +114%
OCM
94
Orion Capital Management
California
$645K +$66.9K +1,440 +12%
QHA
95
Quarry Hill Advisors
Minnesota
$642K +$209K +4,498 +49%
LNC
96
Lincoln National Corp
Pennsylvania
$641K +$639K +13,746 New
BAM
97
Baldrige Asset Management
Pennsylvania
$573K +$7.39K +159 +1%
W
98
WorthPointe
California
$545K +$43.3K +933 +9%
VFP
99
Verus Financial Partners
Virginia
$538K +$534K +11,485 New
SIAG
100
Safeguard Investment Advisory Group
California
$537K +$535K +11,518 New
2 3
4
5 6

DFSD Hedge Fund Activity: Q1 2023 in Review

153 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q1 2023, worth a combined $591M — up 26% from $470M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFSD positions and 8 closed out — a net gain of 19 holders — while 85 added to existing stakes and 31 trimmed.

The largest buyer was Burney Company, opening a new position worth an estimated $25.5M. The largest seller was Chicago Partners Investment Group, cutting an estimated $8.78M.

  • 153 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q1 2023, up from 137 in Q4 2022.
  • Funds reported $591M of Dimensional Short-Duration Fixed Income ETF stock for Q1 2023, up 26% quarter-over-quarter.
  • 27 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q1 2023 and 8 closed out, a net change of +19 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q1 2023 was Burney Company, an estimated $25.5M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q1 2023 was Chicago Partners Investment Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q1 2023.