Dimensional Short-Duration Fixed Income ETF
DFSD
218 hedge funds and large institutions have $1.57B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 126 increasing their positions, 50 reducing their positions, and 15 closing their positions.
152% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 50
60% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 15
20% more capital invested
Capital invested by funds: $1.31B → $1.57B (+$264M)
12% more funds holding in top 10
Funds holding in top 10: 26 → 29 (+3)
2% more funds holding
Funds holding: 214 → 218 (+4)
2.2% less ownership
Funds ownership: 64.39% → 62.19% (-2.2%)
Top Buyers
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$45.9M |
| 2 |
Jane Street
New York
|
+$32.2M |
| 3 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$30.2M |
| 4 |
W
WPWealth
Fort Worth,
Texas
|
+$28.1M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$23.6M |
Top Sellers
DFSD Hedge Fund Activity: Q1 2024 in Review
218 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q1 2024, worth a combined $1.57B — up 20% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DFSD positions and 15 closed out — a net gain of 9 holders — while 126 added to existing stakes and 50 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $45.9M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $15.3M.
- 218 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q1 2024, up from 214 in Q4 2023.
- Funds reported $1.57B of Dimensional Short-Duration Fixed Income ETF stock for Q1 2024, up 20% quarter-over-quarter.
- 24 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q1 2024 and 15 closed out, a net change of +9 holders.
- The largest Dimensional Short-Duration Fixed Income ETF buyer in Q1 2024 was HighTower Advisors, an estimated $45.9M added.
- The largest Dimensional Short-Duration Fixed Income ETF seller in Q1 2024 was Focus Partners Advisor Solutions, an estimated $15.3M sold.
Based on aggregated 13F filings for Q1 2024.