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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

242 hedge funds and large institutions have $1.94B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 36

260% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 10

23% more capital invested

Capital invested by funds: $1.57B → $1.94B (+$364M)

11% more funds holding

Funds holding: 218 → 242 (+24)

7% more funds holding in top 10

Funds holding in top 10: 29 → 31 (+2)

1.98% more ownership

Funds ownership: 62.19% → 64.17% (+2%)

Holders
242
Holders Change
+24
Holders Change %
+11.01%
% of All Funds
3.5%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.45%
New
36
Increased
154
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCI
Planning Center Inc
Illinois
+$90.3M
2
AssetMark Inc
AssetMark Inc
California
+$25.9M
3
AFG
Altiora Financial Group
Ohio
+$25M
4
BSW
Buckingham Strategic Wealth
Missouri
+$23.5M
5
OIA
OneDigital Investment Advisors
Kansas
+$19.2M

Top Sellers

1
Jane Street
Jane Street
New York
-$33M
2
BC
Burney Company
Virginia
-$6.45M
3
SAG
SageView Advisory Group
California
-$2.76M
4
OMC
Old Mission Capital
Illinois
-$2.58M
5
WA
Waverly Advisors
Alabama
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
101
Meredith Wealth Planning
Illinois
$2.58M +$647K +13,787 +34%
BA
102
Bridge Advisory
California
$2.58M +$928K +19,766 +56%
VWWMG
103
Vermillion & White Wealth Management Group
Pennsylvania
$2.58M +$2.02K +43 +0.1%
MCA
104
Maryland Capital Advisors
Maryland
$2.57M – – –
PF
105
Parker Financial
Washington
$2.56M +$871K +18,564 +51%
HKIMG
106
Hutchens & Kramer Investment Management Group
Indiana
$2.54M +$126K +2,692 +5%
ME
107
McIlrath & Eck
Washington
$2.51M +$2.51M +53,399 New
BCI
108
Brinker Capital Investments
Pennsylvania
$2.5M +$575K +12,252 +30%
OPS
109
Orion Portfolio Solutions
Nebraska
$2.5M +$575K +12,252 +30%
BPA
110
Beacon Pointe Advisors
California
$2.47M +$12.2K +259 +0.5%
Osaic Holdings
111
Osaic Holdings
Arizona
$2.43M +$1.93M +41,121 +385%
DI
112
Disciplined Investments
Oklahoma
$2.37M +$635K +13,533 +37%
FWM
113
FMB Wealth Management
California
$2.33M +$373K +7,947 +19%
SRWM
114
Shira Ridge Wealth Management
California
$2.29M +$104K +2,218 +5%
JP Morgan Chase
115
JP Morgan Chase
New York
$2.25M +$1.26M +26,948 +129%
MML Investors Services
116
MML Investors Services
Massachusetts
$2.17M +$88.4K +1,883 +4%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$2.15M +$2.12M +45,115 +7,819%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$1.96M -$1.01M -21,521 -34%
AWMNH
119
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.96M -$141 -3 -0%
DPI
120
Diversified Portfolios Inc
Michigan
$1.83M +$1.83M +38,932 New
SPI
121
Sutton Place Investors
New York
$1.8M -$31.3K -667 -2%
PA
122
PFG Advisors
Arizona
$1.65M -$295K -6,275 -15%
SPA
123
Shore Point Advisors
New Jersey
$1.57M +$212K +4,508 +16%
FG
124
Foster Group
Iowa
$1.54M -$4.93K -105 -0.3%
AC
125
Applied Capital
Arkansas
$1.53M -$62K -1,321 -4%
3 4
5
6 7

DFSD Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q2 2024, worth a combined $1.94B — up 23% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFSD positions and 10 closed out — a net gain of 26 holders — while 154 added to existing stakes and 36 trimmed.

The largest buyer was Planning Center Inc, adding an estimated $90.3M. The largest seller was Jane Street, cutting an estimated $33M.

  • 242 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q2 2024, up from 218 in Q1 2024.
  • Funds reported $1.94B of Dimensional Short-Duration Fixed Income ETF stock for Q2 2024, up 23% quarter-over-quarter.
  • 36 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q2 2024 and 10 closed out, a net change of +26 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q2 2024 was Planning Center Inc, an estimated $90.3M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q2 2024 was Jane Street, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2024.