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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

323 hedge funds and large institutions have $3.1B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 173 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,640% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 5

268% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 47

61% more funds holding in top 10

Funds holding in top 10: 41 → 66 (+25)

34% more capital invested

Capital invested by funds: $2.3B → $3.1B (+$792M)

30% more funds holding

Funds holding: 249 → 323 (+74)

13.86% more ownership

Funds ownership: 67.07% → 80.93% (+14%)

Holders
323
Holders Change
+74
Holders Change %
+29.72%
% of All Funds
4.25%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
0.87%
New
87
Increased
173
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
+$194M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$45.2M
3
EFP
Elser Financial Planning
Indiana
+$33.6M
4
SC
Savant Capital
Illinois
+$30.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$30.7M

Top Sellers

1
RWM
Rockwood Wealth Management
Pennsylvania
-$16.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.84M
3
SWA
Sax Wealth Advisors
New Jersey
-$5.62M
4
RFP
RCS Financial Planning
Maryland
-$3.75M
5
DPW
DiNuzzo Private Wealth
Pennsylvania
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
76
RCS Financial Planning
Maryland
$8.54M -$3.75M -79,259 -30%
SRWM
77
Shira Ridge Wealth Management
California
$8.47M +$3.05M +64,454 +55%
FWS
78
FinDec Wealth Services
California
$8.11M -$605K -12,794 -7%
TIAM2
79
Tru Independence Asset Management 2
Oregon
$8.06M -$2.14M -45,200 -21%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$7.98M +$6.83M +144,327 +557%
BHWM
81
Bay Harbor Wealth Management
Maryland
$7.97M +$941K +19,892 +13%
SPIA
82
Steward Partners Investment Advisory
New York
$7.96M +$1.52M +32,138 +23%
SIM
83
Studio Investment Management
Illinois
$7.9M +$7.97M +168,454 New
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$7.81M +$311K +6,564 +4%
CIAS
85
CFS Investment Advisory Services
New Jersey
$7.44M +$117K +2,482 +2%
CAM
86
CPA Asset Management
Florida
$7.25M +$1.08M +22,858 +17%
CWP
87
Concord Wealth Partners
Virginia
$7.21M -$94.2K -1,992 -1%
SWM
88
Sterling Wealth Management
Illinois
$7.12M +$956K +20,209 +15%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$6.93M +$2.03M +42,934 +41%
Corient Private Wealth
90
Corient Private Wealth
Florida
$6.89M +$107K +2,253 +2%
TIM
91
Tortoise Investment Management
New York
$6.8M -$2.23M -47,167 -25%
PFA
92
Pure Financial Advisors
California
$6.77M -$14K -295 -0.2%
AC
93
AWM Capital
Arizona
$6.76M +$1.38M +29,209 +25%
FWP
94
Family Wealth Partners
North Carolina
$6.63M +$1.14M +24,179 +21%
HIG
95
Heritage Investment Group
Florida
$6.61M +$461K +9,739 +7%
CPIG
96
Chicago Partners Investment Group
Illinois
$6.36M +$375K +7,931 +6%
AIA
97
AssuredPartners Investment Advisors
Florida
$6.31M +$6.37M +134,557 New
WWWM
98
White Wing Wealth Management
Texas
$6.28M +$523K +11,048 +9%
KA
99
Kooman & Associates
Pennsylvania
$6.12M +$170K +3,603 +3%
Citadel Advisors
100
Citadel Advisors
Florida
$5.99M +$6.04M +127,699 New
2 3
4
5 6

DFSD Hedge Fund Activity: Q4 2024 in Review

323 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2024, worth a combined $3.1B — up 34% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new DFSD positions and 5 closed out — a net gain of 82 holders — while 173 added to existing stakes and 47 trimmed.

The largest buyer was Essential Planning, adding an estimated $194M. The largest seller was Rockwood Wealth Management, cutting an estimated $16.1M.

  • 323 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2024, up from 249 in Q3 2024.
  • Funds reported $3.1B of Dimensional Short-Duration Fixed Income ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 87 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2024 and 5 closed out, a net change of +82 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2024 was Essential Planning, an estimated $194M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q4 2024 was Rockwood Wealth Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2024.