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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

214 hedge funds and large institutions have $1.31B invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

157% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 42

46% more capital invested

Capital invested by funds: $898M → $1.31B (+$412M)

44% more funds holding in top 10

Funds holding in top 10: 18 → 26 (+8)

18% more funds holding

Funds holding: 181 → 214 (+33)

5.35% more ownership

Funds ownership: 59.04% → 64.39% (+5.4%)

Holders
214
Holders Change
+33
Holders Change %
+18.23%
% of All Funds
3.12%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
47
Increased
108
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$57.1M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
+$41.5M
3
BSW
Buckingham Strategic Wealth
Missouri
+$35.7M
4
AC
Apella Capital
Connecticut
+$30.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$27.2M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$79.1M
2
VAS
Vestmark Advisory Solutions
Massachusetts
-$9.75M
3
WA
Waverly Advisors
Alabama
-$5.25M
4
BC
Burney Company
Virginia
-$4.85M
5
MWM
Mattern Wealth Management
Kansas
-$4.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
126
Index Fund Advisors
California
$1.04M +$10.9K +233 +1%
EWA
127
Elevate Wealth Advisory
Georgia
$982K +$973K +20,885 New
PWM
128
PBMares Wealth Management
Virginia
$971K +$411K +8,833 +75%
KAS
129
Kestra Advisory Services
Texas
$867K +$396K +8,502 +85%
AIS
130
American Investment Services
Massachusetts
$847K +$413K +8,874 +97%
TC
131
TownSquare Capital
Utah
$826K +$123K +2,635 +18%
PCM
132
Passive Capital Management
Maryland
$759K +$220K +4,715 +41%
FWP
133
Firethorn Wealth Partners
Georgia
$754K -$71.6K -1,537 -9%
CC
134
Copperleaf Capital
North Carolina
$754K -$119K -2,549 -14%
FFWA
135
Forthright Family Wealth Advisory
Texas
$694K +$688K +14,771 New
AWS
136
Atria Wealth Solutions
New York
$680K -$2.65K -57 -0.4%
SIMC
137
Squire Investment Management Company
Utah
$670K +$664K +14,259 New
JP Morgan Chase
138
JP Morgan Chase
New York
$655K +$34K +731 +6%
CFO
139
Collective Family Office
Pennsylvania
$651K +$112K +2,401 +21%
NL
140
NWAM LLC
Washington
$639K +$113K +2,421 +22%
SIG
141
Spinnaker Investment Group
California
$579K +$72.9K +1,566 +15%
KSWWM
142
Keyes Stange & Wooten Wealth Management
Florida
$579K +$573K +12,308 New
UWM
143
USAdvisors Wealth Management
Minnesota
$568K -$13.1K -281 -2%
DWA
144
Delap Wealth Advisory
Oregon
$558K +$552K +11,861 New
BWM
145
Blossom Wealth Management
California
$557K +$28.3K +608 +5%
MML Investors Services
146
MML Investors Services
Massachusetts
$541K +$536K +11,516 New
DWM
147
Drive Wealth Management
Utah
$532K – – –
MWM
148
Modera Wealth Management
New Jersey
$532K – – –
GJIA
149
Glass Jacobson Investment Advisors
Maryland
$518K +$236K +5,069 +85%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$516K +$511K +10,978 New
4 5
6
7 8

DFSD Hedge Fund Activity: Q4 2023 in Review

214 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2023, worth a combined $1.31B — up 46% from $898M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFSD positions and 11 closed out — a net gain of 36 holders — while 108 added to existing stakes and 42 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $57.1M. The largest seller was Strategic Investment Solutions, cutting an estimated $79.1M.

  • 214 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2023, up from 181 in Q3 2023.
  • Funds reported $1.31B of Dimensional Short-Duration Fixed Income ETF stock for Q4 2023, up 46% quarter-over-quarter.
  • 47 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2023 and 11 closed out, a net change of +36 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2023 was OneDigital Investment Advisors, an estimated $57.1M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $79.1M sold.

Based on aggregated 13F filings for Q4 2023.