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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

153 hedge funds and large institutions have $591M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

174% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 31

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

26% more capital invested

Capital invested by funds: $470M → $591M (+$121M)

12% more funds holding

Funds holding: 137 → 153 (+16)

3.26% more ownership

Funds ownership: 51.18% → 54.43% (+3.3%)

Holders
153
Holders Change
+16
Holders Change %
+11.68%
% of All Funds
2.44%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
27
Increased
85
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
Burney Company
Virginia
+$25.5M
2
SHWM
Silicon Hills Wealth Management
Texas
+$20.6M
3
MWM
Mattern Wealth Management
Kansas
+$14.8M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$11.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.72M

Top Sellers

1
CPIG
Chicago Partners Investment Group
Illinois
-$8.78M
2
TAM
TCP Asset Management
Ohio
-$3.76M
3
OMC
Old Mission Capital
Illinois
-$3.36M
4
AF
Allworth Financial
California
-$3.1M
5
TWM
Tanager Wealth Management
United Kingdom
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
W
101
WPWealth
Texas
$535K +$532K +11,461 New
SC
102
Shearwater Capital
Colorado
$533K – – –
DWM
103
Drive Wealth Management
Utah
$528K -$526K -11,326 -50%
IWM
104
IHT Wealth Management
Illinois
$515K -$28.5K -614 -5%
PCM
105
Passive Capital Management
Maryland
$509K – – –
PFO
106
Pathstone Family Office
New Jersey
$508K -$506K -10,885 -50%
NA
107
NewEdge Advisors
Louisiana
$492K +$210K +4,527 +75%
PWM
108
PBMares Wealth Management
Virginia
$492K +$26.3K +567 +6%
SIG
109
Spinnaker Investment Group
California
$486K +$1.39K +30 +0.3%
UWM
110
USAdvisors Wealth Management
Minnesota
$479K +$57.6K +1,241 +14%
HWM
111
HFG Wealth Management
Texas
$478K +$476K +10,238 New
NL
112
NWAM LLC
Washington
$477K +$79.8K +1,718 +20%
CFO
113
Collective Family Office
Pennsylvania
$469K +$69.4K +1,493 +17%
FFA
114
Farther Finance Advisors
California
$438K +$408K +8,790 +1,465%
PWIA
115
Porter White Investment Advisors
Alabama
$435K +$55.1K +1,186 +15%
RCAG
116
Rehmann Capital Advisory Group
Michigan
$423K -$1.53K -33 -0.4%
BWM
117
Blossom Wealth Management
California
$415K +$43K +925 +12%
SWM
118
Seaside Wealth Management
California
$402K +$9.8K +211 +3%
AAS
119
Avantax Advisory Services
Texas
$392K -$8.97K -193 -2%
GSC
120
Grey Street Capital
Illinois
$392K +$390K +8,400 New
CW
121
CreativeOne Wealth
Kansas
$369K +$368K +7,915 New
BCA
122
Bay Colony Advisors
Massachusetts
$355K -$7.25K -156 -2%
KF
123
Krilogy Financial
Missouri
$345K +$343K +7,386 New
ACA
124
Affinity Capital Advisors
California
$344K -$186K -4,005 -35%
PFA
125
Pure Financial Advisors
California
$332K – – –
3 4
5
6 7

DFSD Hedge Fund Activity: Q1 2023 in Review

153 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q1 2023, worth a combined $591M — up 26% from $470M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFSD positions and 8 closed out — a net gain of 19 holders — while 85 added to existing stakes and 31 trimmed.

The largest buyer was Burney Company, opening a new position worth an estimated $25.5M. The largest seller was Chicago Partners Investment Group, cutting an estimated $8.78M.

  • 153 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q1 2023, up from 137 in Q4 2022.
  • Funds reported $591M of Dimensional Short-Duration Fixed Income ETF stock for Q1 2023, up 26% quarter-over-quarter.
  • 27 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q1 2023 and 8 closed out, a net change of +19 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q1 2023 was Burney Company, an estimated $25.5M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q1 2023 was Chicago Partners Investment Group, an estimated $8.78M sold.

Based on aggregated 13F filings for Q1 2023.