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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

323 hedge funds and large institutions have $3.1B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 173 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,640% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 5

268% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 47

61% more funds holding in top 10

Funds holding in top 10: 41 → 66 (+25)

34% more capital invested

Capital invested by funds: $2.3B → $3.1B (+$792M)

30% more funds holding

Funds holding: 249 → 323 (+74)

13.86% more ownership

Funds ownership: 67.07% → 80.93% (+14%)

Holders
323
Holders Change
+74
Holders Change %
+29.72%
% of All Funds
4.25%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
0.87%
New
87
Increased
173
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
+$194M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$45.2M
3
EFP
Elser Financial Planning
Indiana
+$33.6M
4
SC
Savant Capital
Illinois
+$30.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$30.7M

Top Sellers

1
RWM
Rockwood Wealth Management
Pennsylvania
-$16.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.84M
3
SWA
Sax Wealth Advisors
New Jersey
-$5.62M
4
RFP
RCS Financial Planning
Maryland
-$3.75M
5
DPW
DiNuzzo Private Wealth
Pennsylvania
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
101
Burney Company
Virginia
$5.9M -$1.15M -24,344 -16%
Truist Financial
102
Truist Financial
North Carolina
$5.83M +$457K +9,658 +8%
VBA
103
von Borstel & Associates
Oregon
$5.81M +$2.05M +43,404 +54%
VPF
104
Vantage Point Financial
Illinois
$5.5M +$5.55M +117,324 New
FF
105
Friday Financial
Iowa
$5.36M +$5.41M +114,258 New
PCM
106
Passive Capital Management
Maryland
$5.32M +$1.43M +30,184 +36%
WAG
107
Wheelhouse Advisory Group
Missouri
$5.27M +$3.09M +65,243 +139%
CSB
108
City State Bank
Iowa
$5.16M +$2.95M +62,348 +131%
PF
109
Parker Financial
Washington
$5.1M +$1.24M +26,259 +31%
LWM
110
Lakeridge Wealth Management
Ohio
$4.97M +$1.77M +37,321 +54%
CM
111
Cornerstone Management
Georgia
$4.95M +$4.99M +105,507 New
DI
112
Disciplined Investments
Oklahoma
$4.93M +$596K +12,591 +14%
BWG
113
Beta Wealth Group
California
$4.67M +$387K +8,186 +9%
FFA
114
Farther Finance Advisors
California
$4.67M +$2M +42,275 +74%
SIMC
115
Squire Investment Management Company
Utah
$4.52M +$1.01M +21,441 +29%
DWM
116
Diversify Wealth Management
Utah
$4.16M -$109K -2,314 -3%
BMWS
117
Brady Martz Wealth Solutions
North Dakota
$4.13M +$4.18M +88,288 New
BWA
118
Babb Wealth Advisors
Arizona
$4M +$4.04M +85,430 New
CW
119
CreativeOne Wealth
Kansas
$3.97M +$765K +16,162 +24%
PAG
120
Private Advisor Group
New Jersey
$3.93M +$73.1K +1,546 +2%
GLLW
121
Graves Light Lenhart Wealth
Virginia
$3.92M +$178K +3,756 +5%
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$3.71M -$58.1K -1,229 -2%
PWM
123
Parkshore Wealth Management
California
$3.62M +$3.65M +77,217 New
SFP
124
SwitchPoint Financial Planning
Utah
$3.6M +$3.63M +76,825 New
PWM
125
Parkworth Wealth Management
California
$3.56M +$3.59M +75,929 New
3 4
5
6 7

DFSD Hedge Fund Activity: Q4 2024 in Review

323 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2024, worth a combined $3.1B — up 34% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new DFSD positions and 5 closed out — a net gain of 82 holders — while 173 added to existing stakes and 47 trimmed.

The largest buyer was Essential Planning, adding an estimated $194M. The largest seller was Rockwood Wealth Management, cutting an estimated $16.1M.

  • 323 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2024, up from 249 in Q3 2024.
  • Funds reported $3.1B of Dimensional Short-Duration Fixed Income ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 87 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2024 and 5 closed out, a net change of +82 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2024 was Essential Planning, an estimated $194M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q4 2024 was Rockwood Wealth Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2024.