Dimensional Short-Duration Fixed Income ETF
DFSD
153 hedge funds and large institutions have $591M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 31 reducing their positions, and 8 closing their positions.
238% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 8
174% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 31
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
26% more capital invested
Capital invested by funds: $470M → $591M (+$121M)
12% more funds holding
Funds holding: 137 → 153 (+16)
3.26% more ownership
Funds ownership: 51.18% → 54.43% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Burney Company
Reston,
Virginia
|
+$25.5M |
| 2 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
+$20.6M |
| 3 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
+$14.8M |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$11.3M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$8.78M |
| 2 |
TAM
TCP Asset Management
Columbus,
Ohio
|
-$3.76M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.36M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$3.1M |
| 5 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
-$2.16M |
DFSD Hedge Fund Activity: Q1 2023 in Review
153 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q1 2023, worth a combined $591M — up 26% from $470M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DFSD positions and 8 closed out — a net gain of 19 holders — while 85 added to existing stakes and 31 trimmed.
The largest buyer was Burney Company, opening a new position worth an estimated $25.5M. The largest seller was Chicago Partners Investment Group, cutting an estimated $8.78M.
- 153 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q1 2023, up from 137 in Q4 2022.
- Funds reported $591M of Dimensional Short-Duration Fixed Income ETF stock for Q1 2023, up 26% quarter-over-quarter.
- 27 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q1 2023 and 8 closed out, a net change of +19 holders.
- The largest Dimensional Short-Duration Fixed Income ETF buyer in Q1 2023 was Burney Company, an estimated $25.5M added.
- The largest Dimensional Short-Duration Fixed Income ETF seller in Q1 2023 was Chicago Partners Investment Group, an estimated $8.78M sold.
Based on aggregated 13F filings for Q1 2023.