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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

242 hedge funds and large institutions have $1.94B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 36

260% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 10

23% more capital invested

Capital invested by funds: $1.57B → $1.94B (+$364M)

11% more funds holding

Funds holding: 218 → 242 (+24)

7% more funds holding in top 10

Funds holding in top 10: 29 → 31 (+2)

1.98% more ownership

Funds ownership: 62.19% → 64.17% (+2%)

Holders
242
Holders Change
+24
Holders Change %
+11.01%
% of All Funds
3.5%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.45%
New
36
Increased
154
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCI
Planning Center Inc
Illinois
+$90.3M
2
AssetMark Inc
AssetMark Inc
California
+$25.9M
3
AFG
Altiora Financial Group
Ohio
+$25M
4
BSW
Buckingham Strategic Wealth
Missouri
+$23.5M
5
OIA
OneDigital Investment Advisors
Kansas
+$19.2M

Top Sellers

1
Jane Street
Jane Street
New York
-$33M
2
BC
Burney Company
Virginia
-$6.45M
3
SAG
SageView Advisory Group
California
-$2.76M
4
OMC
Old Mission Capital
Illinois
-$2.58M
5
WA
Waverly Advisors
Alabama
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
76
Pioneer Wealth Management Group
Texas
$4.98M -$134K -2,862 -3%
DWM
77
Diversify Wealth Management
Utah
$4.84M +$4.79M +102,106 New
IA
78
IFP Advisors
Florida
$4.62M +$477K +10,172 +12%
SPIA
79
Steward Partners Investment Advisory
New York
$4.47M +$1.15M +24,453 +35%
BWG
80
Beta Wealth Group
California
$4.42M +$433K +9,230 +11%
Truist Financial
81
Truist Financial
North Carolina
$4.12M +$790K +16,836 +24%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$4.11M +$1.33M +28,304 +48%
NWM
83
Northwest Wealth Management
Iowa
$3.97M +$1.36M +29,056 +52%
PCA
84
Prosperity Capital Advisors
Ohio
$3.85M +$3.85M +82,010 New
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$3.74M +$1.51M +32,105 +68%
HNWA
86
Henrickson Nauta Wealth Advisors
Michigan
$3.38M +$121K +2,582 +4%
LWM
87
Lakeridge Wealth Management
Ohio
$3.33M -$35.1K -747 -1%
LAM
88
LifePro Asset Management
California
$3.08M +$498K +10,606 +19%
AWM
89
Apollon Wealth Management
South Carolina
$3.03M +$278K +5,929 +10%
AWA
90
Acorn Wealth Advisors
Michigan
$3.01M -$119K -2,530 -4%
PCM
91
Passive Capital Management
Maryland
$2.92M +$1.36M +29,025 +88%
PAG
92
Private Advisor Group
New Jersey
$2.91M +$33.8K +720 +1%
PHWM
93
Pine Harbor Wealth Management
Maryland
$2.88M +$515K +10,978 +22%
FFA
94
Farther Finance Advisors
California
$2.88M +$879K +18,737 +44%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$2.87M +$2.87M +61,150 New
DWA
96
Delap Wealth Advisory
Oregon
$2.81M +$1.57M +33,528 +128%
SAG
97
SageView Advisory Group
California
$2.77M -$2.76M -58,735 Closed
EP
98
Essential Planning
New Hampshire
$2.72M +$223K +4,760 +9%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$2.66M +$635K +13,537 +31%
SIMC
100
Squire Investment Management Company
Utah
$2.61M +$1.04M +22,169 +66%
2 3
4
5 6

DFSD Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q2 2024, worth a combined $1.94B — up 23% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFSD positions and 10 closed out — a net gain of 26 holders — while 154 added to existing stakes and 36 trimmed.

The largest buyer was Planning Center Inc, adding an estimated $90.3M. The largest seller was Jane Street, cutting an estimated $33M.

  • 242 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q2 2024, up from 218 in Q1 2024.
  • Funds reported $1.94B of Dimensional Short-Duration Fixed Income ETF stock for Q2 2024, up 23% quarter-over-quarter.
  • 36 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q2 2024 and 10 closed out, a net change of +26 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q2 2024 was Planning Center Inc, an estimated $90.3M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q2 2024 was Jane Street, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2024.