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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

218 hedge funds and large institutions have $1.57B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 126 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 50

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

20% more capital invested

Capital invested by funds: $1.31B → $1.57B (+$264M)

12% more funds holding in top 10

Funds holding in top 10: 26 → 29 (+3)

2% more funds holding

Funds holding: 214 → 218 (+4)

2.2% less ownership

Funds ownership: 64.39% → 62.19% (-2.2%)

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
3.14%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.42%
New
24
Increased
126
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$45.9M
2
Jane Street
Jane Street
New York
+$32.2M
3
BSW
Buckingham Strategic Wealth
Missouri
+$30.2M
4
W
WPWealth
Texas
+$28.1M
5
OIA
OneDigital Investment Advisors
Kansas
+$23.6M

Top Sellers

1
FPAS
Focus Partners Advisor Solutions
Missouri
-$15.3M
2
AFS
Annapolis Financial Services
Maryland
-$9.55M
3
AWM
AE Wealth Management
Kansas
-$8.04M
4
SFA
Sequoia Financial Advisors
Ohio
-$6.47M
5
Bank of America
Bank of America
North Carolina
-$6.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
101
Farther Finance Advisors
California
$2M +$683K +14,522 +52%
AWMNH
102
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.97M +$112K +2,393 +6%
FWM
103
FMB Wealth Management
California
$1.96M +$872K +18,562 +80%
PA
104
PFG Advisors
Arizona
$1.95M -$2.63K -56 -0.1%
LNC
105
Lincoln National Corp
Pennsylvania
$1.94M +$58.6K +1,247 +3%
MWP
106
Meredith Wealth Planning
Illinois
$1.93M +$377K +8,020 +24%
BCI
107
Brinker Capital Investments
Pennsylvania
$1.93M -$954K -20,291 -33%
OPS
108
Orion Portfolio Solutions
Nebraska
$1.93M -$954K -20,291 -33%
SPI
109
Sutton Place Investors
New York
$1.83M +$508K +10,803 +38%
DI
110
Disciplined Investments
Oklahoma
$1.73M +$360K +7,668 +26%
PF
111
Parker Financial
Washington
$1.71M +$541K +11,504 +46%
BA
112
Bridge Advisory
California
$1.65M -$246K -5,226 -13%
Citadel Advisors
113
Citadel Advisors
Florida
$1.62M +$1.62M +34,439 New
AC
114
Applied Capital
Arkansas
$1.6M -$77.2K -1,642 -5%
SIMC
115
Squire Investment Management Company
Utah
$1.57M +$902K +19,198 +135%
PCM
116
Passive Capital Management
Maryland
$1.56M +$800K +17,016 +105%
FG
117
Foster Group
Iowa
$1.54M +$2.58K +55 +0.2%
FTUS
118
Flow Traders U.S.
New York
$1.54M +$1.53M +32,659 New
SIC
119
Samalin Investment Counsel
New York
$1.44M -$338K -7,183 -19%
Pathstone Holdings
120
Pathstone Holdings
New Jersey
$1.42M +$127K +2,705 +10%
SIAG
121
Safeguard Investment Advisory Group
California
$1.41M +$127K +2,695 +10%
SPA
122
Shore Point Advisors
New Jersey
$1.36M +$122K +2,602 +10%
FOA
123
Five Oceans Advisors
California
$1.35M +$329 +7 +0%
TAM
124
TCP Asset Management
Ohio
$1.33M +$110K +2,346 +9%
PWM
125
PBMares Wealth Management
Virginia
$1.25M +$280K +5,950 +29%
3 4
5
6 7

DFSD Hedge Fund Activity: Q1 2024 in Review

218 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q1 2024, worth a combined $1.57B — up 20% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFSD positions and 15 closed out — a net gain of 9 holders — while 126 added to existing stakes and 50 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $45.9M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $15.3M.

  • 218 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q1 2024, up from 214 in Q4 2023.
  • Funds reported $1.57B of Dimensional Short-Duration Fixed Income ETF stock for Q1 2024, up 20% quarter-over-quarter.
  • 24 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q1 2024 and 15 closed out, a net change of +9 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q1 2024 was HighTower Advisors, an estimated $45.9M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q1 2024 was Focus Partners Advisor Solutions, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2024.