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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

214 hedge funds and large institutions have $1.31B invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

157% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 42

46% more capital invested

Capital invested by funds: $898M → $1.31B (+$412M)

44% more funds holding in top 10

Funds holding in top 10: 18 → 26 (+8)

18% more funds holding

Funds holding: 181 → 214 (+33)

5.35% more ownership

Funds ownership: 59.04% → 64.39% (+5.4%)

Holders
214
Holders Change
+33
Holders Change %
+18.23%
% of All Funds
3.12%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
47
Increased
108
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$57.1M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
+$41.5M
3
BSW
Buckingham Strategic Wealth
Missouri
+$35.7M
4
AC
Apella Capital
Connecticut
+$30.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$27.2M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$79.1M
2
VAS
Vestmark Advisory Solutions
Massachusetts
-$9.75M
3
WA
Waverly Advisors
Alabama
-$5.25M
4
BC
Burney Company
Virginia
-$4.85M
5
MWM
Mattern Wealth Management
Kansas
-$4.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
101
Lincoln National Corp
Pennsylvania
$1.88M +$187K +4,010 +11%
AWMNH
102
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.84M +$427K +9,176 +31%
EWA
103
EverSource Wealth Advisors
Alabama
$1.81M +$122K +2,609 +7%
SIC
104
Samalin Investment Counsel
New York
$1.78M -$74.2K -1,594 -4%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$1.77M -$660K -14,168 -27%
AC
106
Applied Capital
Arkansas
$1.67M -$109K -2,349 -6%
SPIA
107
Steward Partners Investment Advisory
New York
$1.66M +$201K +4,315 +14%
MWP
108
Meredith Wealth Planning
Illinois
$1.56M +$452K +9,701 +41%
FG
109
Foster Group
Iowa
$1.52M – – –
HWM
110
HFG Wealth Management
Texas
$1.38M +$1.37M +29,456 New
PHWM
111
Pine Harbor Wealth Management
Maryland
$1.38M +$1.36M +29,266 New
DI
112
Disciplined Investments
Oklahoma
$1.37M +$1M +21,513 +281%
FOA
113
Five Oceans Advisors
California
$1.35M -$21.3K -457 -2%
SPI
114
Sutton Place Investors
New York
$1.32M +$124K +2,662 +10%
VFIC
115
Valley Forge Investment Consultants
Pennsylvania
$1.32M – – –
FFA
116
Farther Finance Advisors
California
$1.31M +$24.5K +527 +2%
SIS
117
Strategic Investment Solutions
Illinois
$1.3M -$79.1M -1,697,888 -98%
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$1.29M +$1.28M +27,403 New
SIAG
119
Safeguard Investment Advisory Group
California
$1.28M -$3.77K -81 -0.3%
SPA
120
Shore Point Advisors
New Jersey
$1.24M +$88.1K +1,892 +8%
TAM
121
TCP Asset Management
Ohio
$1.22M +$20K +429 +2%
PF
122
Parker Financial
Washington
$1.17M +$412K +8,854 +55%
MFC
123
Morris Financial Concepts
South Carolina
$1.13M +$26.3K +565 +2%
FWM
124
FMB Wealth Management
California
$1.08M +$122K +2,625 +13%
QHA
125
Quarry Hill Advisors
Minnesota
$1.08M +$76.1K +1,633 +8%
3 4
5
6 7

DFSD Hedge Fund Activity: Q4 2023 in Review

214 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2023, worth a combined $1.31B — up 46% from $898M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFSD positions and 11 closed out — a net gain of 36 holders — while 108 added to existing stakes and 42 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $57.1M. The largest seller was Strategic Investment Solutions, cutting an estimated $79.1M.

  • 214 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2023, up from 181 in Q3 2023.
  • Funds reported $1.31B of Dimensional Short-Duration Fixed Income ETF stock for Q4 2023, up 46% quarter-over-quarter.
  • 47 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2023 and 11 closed out, a net change of +36 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2023 was OneDigital Investment Advisors, an estimated $57.1M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $79.1M sold.

Based on aggregated 13F filings for Q4 2023.