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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

218 hedge funds and large institutions have $1.57B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 126 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 50

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

20% more capital invested

Capital invested by funds: $1.31B → $1.57B (+$264M)

12% more funds holding in top 10

Funds holding in top 10: 26 → 29 (+3)

2% more funds holding

Funds holding: 214 → 218 (+4)

2.2% less ownership

Funds ownership: 64.39% → 62.19% (-2.2%)

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
3.14%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.42%
New
24
Increased
126
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$45.9M
2
Jane Street
Jane Street
New York
+$32.2M
3
BSW
Buckingham Strategic Wealth
Missouri
+$30.2M
4
W
WPWealth
Texas
+$28.1M
5
OIA
OneDigital Investment Advisors
Kansas
+$23.6M

Top Sellers

1
FPAS
Focus Partners Advisor Solutions
Missouri
-$15.3M
2
AFS
Annapolis Financial Services
Maryland
-$9.55M
3
AWM
AE Wealth Management
Kansas
-$8.04M
4
SFA
Sequoia Financial Advisors
Ohio
-$6.47M
5
Bank of America
Bank of America
North Carolina
-$6.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$3.33M +$647K +13,770 +24%
SPIA
77
Steward Partners Investment Advisory
New York
$3.32M +$1.66M +35,324 +100%
HNWA
78
Henrickson Nauta Wealth Advisors
Michigan
$3.25M +$167K +3,563 +5%
OMC
79
Old Mission Capital
Illinois
$3.14M +$3.14M +66,791 New
AWA
80
Acorn Wealth Advisors
Michigan
$3.13M +$407K +8,668 +15%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$2.97M -$795K -16,906 -21%
PAG
82
Private Advisor Group
New Jersey
$2.88M +$619K +13,177 +27%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$2.79M +$322K +6,846 +13%
SAG
84
SageView Advisory Group
California
$2.76M +$2.76M +58,735 New
AWM
85
Apollon Wealth Management
South Carolina
$2.75M +$610K +12,977 +29%
HWM
86
Hemington Wealth Management
Virginia
$2.71M +$2.71M +57,577 New
NWM
87
Northwest Wealth Management
Iowa
$2.61M +$2.1M +44,712 +416%
LAM
88
LifePro Asset Management
California
$2.59M +$2.58M +54,996 New
VWWMG
89
Vermillion & White Wealth Management Group
Pennsylvania
$2.58M +$71.4K +1,519 +3%
MCA
90
Maryland Capital Advisors
Maryland
$2.58M -$94 -2 -0%
IWC
91
Integrated Wealth Concepts
Massachusetts
$2.51M +$438K +9,316 +21%
EP
92
Essential Planning
New Hampshire
$2.5M – – –
BPA
93
Beacon Pointe Advisors
California
$2.46M +$67K +1,426 +3%
HKIMG
94
Hutchens & Kramer Investment Management Group
Indiana
$2.41M -$37.8K -805 -2%
PHWM
95
Pine Harbor Wealth Management
Maryland
$2.37M +$992K +21,113 +72%
PCI
96
Planning Center Inc
Illinois
$2.29M – – –
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
$2.23M -$1.5K -32 -0.1%
SRWM
98
Shira Ridge Wealth Management
California
$2.19M -$133K -2,833 -6%
MML Investors Services
99
MML Investors Services
Massachusetts
$2.08M +$1.54M +32,816 +285%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$2.02M +$258K +5,481 +15%
2 3
4
5 6

DFSD Hedge Fund Activity: Q1 2024 in Review

218 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q1 2024, worth a combined $1.57B — up 20% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFSD positions and 15 closed out — a net gain of 9 holders — while 126 added to existing stakes and 50 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $45.9M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $15.3M.

  • 218 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q1 2024, up from 214 in Q4 2023.
  • Funds reported $1.57B of Dimensional Short-Duration Fixed Income ETF stock for Q1 2024, up 20% quarter-over-quarter.
  • 24 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q1 2024 and 15 closed out, a net change of +9 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q1 2024 was HighTower Advisors, an estimated $45.9M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q1 2024 was Focus Partners Advisor Solutions, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2024.