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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

214 hedge funds and large institutions have $1.31B invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

157% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 42

46% more capital invested

Capital invested by funds: $898M → $1.31B (+$412M)

44% more funds holding in top 10

Funds holding in top 10: 18 → 26 (+8)

18% more funds holding

Funds holding: 181 → 214 (+33)

5.35% more ownership

Funds ownership: 59.04% → 64.39% (+5.4%)

Holders
214
Holders Change
+33
Holders Change %
+18.23%
% of All Funds
3.12%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
47
Increased
108
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$57.1M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
+$41.5M
3
BSW
Buckingham Strategic Wealth
Missouri
+$35.7M
4
AC
Apella Capital
Connecticut
+$30.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$27.2M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$79.1M
2
VAS
Vestmark Advisory Solutions
Massachusetts
-$9.75M
3
WA
Waverly Advisors
Alabama
-$5.25M
4
BC
Burney Company
Virginia
-$4.85M
5
MWM
Mattern Wealth Management
Kansas
-$4.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
76
Lakeridge Wealth Management
Ohio
$3.15M +$3.12M +66,934 New
HNWA
77
Henrickson Nauta Wealth Advisors
Michigan
$3.1M +$523K +11,231 +21%
FWP
78
Family Wealth Partners
North Carolina
$2.94M +$2.92M +62,621 New
BCI
79
Brinker Capital Investments
Pennsylvania
$2.87M -$1.03M -22,014 -26%
OPS
80
Orion Portfolio Solutions
Nebraska
$2.87M -$1.03M -22,014 -26%
AWA
81
Acorn Wealth Advisors
Michigan
$2.72M +$265K +5,698 +11%
SAG
82
SageView Advisory Group
California
$2.72M -$2.69M -57,786 Closed
Truist Financial
83
Truist Financial
North Carolina
$2.68M -$984K -21,130 -27%
MCA
84
Maryland Capital Advisors
Maryland
$2.58M -$313K -6,727 -11%
VWWMG
85
Vermillion & White Wealth Management Group
Pennsylvania
$2.5M +$2.48M +53,272 New
EP
86
Essential Planning
New Hampshire
$2.5M +$496K +10,650 +25%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$2.46M +$666K +14,304 +38%
HKIMG
88
Hutchens & Kramer Investment Management Group
Indiana
$2.45M +$402K +8,638 +20%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$2.43M +$1.67M +35,750 +226%
BPA
90
Beacon Pointe Advisors
California
$2.39M +$734K +15,768 +45%
SRWM
91
Shira Ridge Wealth Management
California
$2.32M -$130K -2,789 -5%
PCI
92
Planning Center Inc
Illinois
$2.29M – – –
PAG
93
Private Advisor Group
New Jersey
$2.25M +$539K +11,567 +32%
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$2.23M +$24.4K +524 +1%
AWM
95
Apollon Wealth Management
South Carolina
$2.14M +$163K +3,500 +8%
WP
96
WealthSource Partners
California
$2.1M +$232K +4,981 +13%
IWC
97
Integrated Wealth Concepts
Massachusetts
$2.07M +$5.36K +115 +0.3%
Osaic Holdings
98
Osaic Holdings
Arizona
$2.07M +$1.06M +22,849 +108%
PA
99
PFG Advisors
Arizona
$1.95M +$267K +5,736 +16%
BA
100
Bridge Advisory
California
$1.9M -$594K -12,751 -24%
2 3
4
5 6

DFSD Hedge Fund Activity: Q4 2023 in Review

214 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2023, worth a combined $1.31B — up 46% from $898M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFSD positions and 11 closed out — a net gain of 36 holders — while 108 added to existing stakes and 42 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $57.1M. The largest seller was Strategic Investment Solutions, cutting an estimated $79.1M.

  • 214 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2023, up from 181 in Q3 2023.
  • Funds reported $1.31B of Dimensional Short-Duration Fixed Income ETF stock for Q4 2023, up 46% quarter-over-quarter.
  • 47 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2023 and 11 closed out, a net change of +36 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2023 was OneDigital Investment Advisors, an estimated $57.1M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $79.1M sold.

Based on aggregated 13F filings for Q4 2023.