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DFSD

Dimensional Short-Duration Fixed Income ETF

181 hedge funds and large institutions have $898M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 38

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

22% more capital invested

Capital invested by funds: $738M → $898M (+$160M)

8% more funds holding

Funds holding: 168181 (+13)

3.75% more ownership

Funds ownership: 55.29%59.04% (+3.7%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
181
Holders Change
+13
Holders Change %
+7.74%
% of All Funds
2.87%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
24
Increased
105
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Apollon Wealth Management
South Carolina
$1.95M +$535K +11,500 +38%
TWM
77
Tanager Wealth Management
United Kingdom
$1.89M -$2.54M -54,699 -57%
WP
78
WealthSource Partners
California
$1.84M -$77.7K -1,672 -4%
SIC
79
Samalin Investment Counsel
New York
$1.83M +$78.8K +1,696 +4%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$1.77M -$143K -3,073 -7%
AC
81
Applied Capital
Arkansas
$1.76M +$39.1K +842 +2%
PAG
82
Private Advisor Group
New Jersey
$1.69M +$91.2K +1,961 +6%
LNC
83
Lincoln National Corp
Pennsylvania
$1.67M +$622K +13,383 +59%
EWA
84
EverSource Wealth Advisors
Alabama
$1.66M +$301K +6,479 +22%
PA
85
PFG Advisors
Arizona
$1.65M +$46.7K +1,005 +3%
BPA
86
Beacon Pointe Advisors
California
$1.63M +$1.13M +24,253 +224%
FG
87
Foster Group
Iowa
$1.52M
IA
88
IFP Advisors
Florida
$1.46M +$1.22M +26,296 +500%
SPIA
89
Steward Partners Investment Advisory
New York
$1.43M +$1.44M +30,931 New
MSWMA
90
Market Street Wealth Management Advisors
Indiana
$1.42M -$1.21M -26,013 -46%
AWMNH
91
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.39M +$168K +3,623 +14%
PFO
92
Pathstone Family Office
New Jersey
$1.37M +$10.9M +235,351 +814%
FOA
93
Five Oceans Advisors
California
$1.36M -$302K -6,502 -18%
VFIC
94
Valley Forge Investment Consultants
Pennsylvania
$1.3M +$1.3M +27,984 New
FFA
95
Farther Finance Advisors
California
$1.27M +$83.1K +1,788 +7%
SIAG
96
Safeguard Investment Advisory Group
California
$1.27M +$21.8K +469 +2%
TAM
97
TCP Asset Management
Ohio
$1.18M +$124K +2,659 +12%
SPI
98
Sutton Place Investors
New York
$1.18M +$811K +17,441 +217%
WWM
99
Wolff Wiese Magana
California
$1.16M +$92.1K +1,981 +9%
SPA
100
Shore Point Advisors
New Jersey
$1.14M +$38.1K +819 +3%

DFSD Hedge Fund Activity: Q3 2023 in Review

181 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q3 2023, worth a combined $898M — up 22% from $738M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFSD positions and 9 closed out — a net gain of 15 holders — while 105 added to existing stakes and 38 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $78.8M. The largest seller was Chicago Partners Investment Group, cutting an estimated $6.5M.

  • 181 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q3 2023, up from 168 in Q2 2023.
  • Funds reported $898M of Dimensional Short-Duration Fixed Income ETF stock for Q3 2023, up 22% quarter-over-quarter.
  • 24 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q3 2023 and 9 closed out, a net change of +15 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $78.8M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q3 2023 was Chicago Partners Investment Group, an estimated $6.5M sold.

Based on aggregated 13F filings for Q3 2023.