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DFSD

Dimensional Short-Duration Fixed Income ETF

181 hedge funds and large institutions have $898M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 38

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

22% more capital invested

Capital invested by funds: $738M → $898M (+$160M)

8% more funds holding

Funds holding: 168181 (+13)

3.75% more ownership

Funds ownership: 55.29%59.04% (+3.7%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
181
Holders Change
+13
Holders Change %
+7.74%
% of All Funds
2.87%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
24
Increased
105
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
126
NWAM LLC
Washington
$518K +$38.7K +833 +8%
SIG
127
Spinnaker Investment Group
California
$499K -$139 -3 -0%
PWIA
128
Porter White Investment Advisors
Alabama
$491K +$5.53K +119 +1%
KAS
129
Kestra Advisory Services
Texas
$461K +$148K +3,176 +47%
LG
130
LAM Group
Oregon
$451K +$182K +3,920 +68%
BAM
131
BOS Asset Management
Illinois
$436K +$437K +9,393 New
AIS
132
American Investment Services
Massachusetts
$424K +$128K +2,745 +43%
RCAG
133
Rehmann Capital Advisory Group
Michigan
$421K +$46 +1 +0%
W
134
WPWealth
Texas
$409K +$13.5K +290 +3%
SWM
135
Seaside Wealth Management
California
$403K +$2.84K +61 +0.7%
BCA
136
Bay Colony Advisors
Massachusetts
$400K +$162K +3,484 +68%
SC
137
Shearwater Capital
Colorado
$397K -$133K -2,856 -25%
GVAG
138
Great Valley Advisor Group
Delaware
$384K +$130K +2,800 +51%
DI
139
Disciplined Investments
Oklahoma
$355K +$253K +5,447 +248%
VFP
140
Verus Financial Partners
Virginia
$353K -$186K -3,997 -35%
PFA
141
Pure Financial Advisors
California
$330K
KSWA
142
Kathleen S. Wright Associates
Pennsylvania
$316K +$93.9K +2,020 +42%
IFPG
143
Intrepid Financial Planning Group
Indiana
$312K
SWM
144
Spire Wealth Management
Virginia
$309K +$63.6K +1,368 +26%
NWM
145
Northwest Wealth Management
Iowa
$306K +$307K +6,607 New
MC
146
Matisse Capital
Oregon
$301K
AAS
147
Avantax Advisory Services
Texas
$285K -$4.18K -90 -1%
MWA
148
Mills Wealth Advisors
Texas
$282K +$39.1K +842 +16%
GJIA
149
Glass Jacobson Investment Advisors
Maryland
$276K -$4.04K -87 -1%
W
150
WorthPointe
California
$274K +$25.7K +552 +10%

DFSD Hedge Fund Activity: Q3 2023 in Review

181 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q3 2023, worth a combined $898M — up 22% from $738M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFSD positions and 9 closed out — a net gain of 15 holders — while 105 added to existing stakes and 38 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $78.8M. The largest seller was Chicago Partners Investment Group, cutting an estimated $6.5M.

  • 181 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q3 2023, up from 168 in Q2 2023.
  • Funds reported $898M of Dimensional Short-Duration Fixed Income ETF stock for Q3 2023, up 22% quarter-over-quarter.
  • 24 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q3 2023 and 9 closed out, a net change of +15 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $78.8M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q3 2023 was Chicago Partners Investment Group, an estimated $6.5M sold.

Based on aggregated 13F filings for Q3 2023.