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DFSD

Dimensional Short-Duration Fixed Income ETF

181 hedge funds and large institutions have $898M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 38

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

22% more capital invested

Capital invested by funds: $738M → $898M (+$160M)

8% more funds holding

Funds holding: 168181 (+13)

3.75% more ownership

Funds ownership: 55.29%59.04% (+3.7%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
181
Holders Change
+13
Holders Change %
+7.74%
% of All Funds
2.87%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
24
Increased
105
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFC
101
Morris Financial Concepts
South Carolina
$1.09M +$66.4K +1,428 +6%
MWP
102
Meredith Wealth Planning
Illinois
$1.09M +$228K +4,905 +27%
IFA
103
Index Fund Advisors
California
$1.01M -$12.6K -270 -1%
QHA
104
Quarry Hill Advisors
Minnesota
$985K +$295K +6,346 +43%
Osaic Holdings
105
Osaic Holdings
Arizona
$979K +$340K +7,308 +53%
FWM
106
FMB Wealth Management
California
$948K +$118K +2,544 +14%
HighTower Advisors
107
HighTower Advisors
Illinois
$905K +$5.49K +118 +0.6%
CC
108
Copperleaf Capital
North Carolina
$862K +$175K +3,775 +25%
FWP
109
Firethorn Wealth Partners
Georgia
$815K +$77.8K +1,673 +11%
AAM
110
Austin Asset Management
Texas
$770K
PF
111
Parker Financial
Washington
$744K +$746K +16,051 New
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$735K +$737K +15,848 New
NA
113
NewEdge Advisors
Louisiana
$709K +$202K +4,340 +40%
TC
114
TownSquare Capital
Utah
$692K +$694K +14,930 New
AWS
115
Atria Wealth Solutions
New York
$674K -$16.5K -355 -2%
JP Morgan Chase
116
JP Morgan Chase
New York
$612K +$614K +13,203 New
Citadel Advisors
117
Citadel Advisors
Florida
$603K +$605K +13,006 New
UWM
118
USAdvisors Wealth Management
Minnesota
$573K +$161K +3,468 +39%
PWM
119
PBMares Wealth Management
Virginia
$549K +$28.1K +605 +5%
CFO
120
Collective Family Office
Pennsylvania
$531K +$60K +1,290 +13%
PCM
121
Passive Capital Management
Maryland
$530K +$24.4K +525 +5%
Corient Private Wealth
122
Corient Private Wealth
Florida
$529K -$2.86M -61,597 -84%
DWM
123
Drive Wealth Management
Utah
$525K
MWM
124
Modera Wealth Management
New Jersey
$525K -$150K -3,225 -22%
BWM
125
Blossom Wealth Management
California
$521K +$41.3K +889 +9%

DFSD Hedge Fund Activity: Q3 2023 in Review

181 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q3 2023, worth a combined $898M — up 22% from $738M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFSD positions and 9 closed out — a net gain of 15 holders — while 105 added to existing stakes and 38 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $78.8M. The largest seller was Chicago Partners Investment Group, cutting an estimated $6.5M.

  • 181 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q3 2023, up from 168 in Q2 2023.
  • Funds reported $898M of Dimensional Short-Duration Fixed Income ETF stock for Q3 2023, up 22% quarter-over-quarter.
  • 24 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q3 2023 and 9 closed out, a net change of +15 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $78.8M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q3 2023 was Chicago Partners Investment Group, an estimated $6.5M sold.

Based on aggregated 13F filings for Q3 2023.