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DFSD

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
153
Holders Change
+16
Holders Change %
+11.68%
% of All Funds
2.44%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
27
Increased
85
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
Burney Company
Virginia
+$25.5M
2
SHWM
Silicon Hills Wealth Management
Texas
+$20.6M
3
MWM
Mattern Wealth Management
Kansas
+$14.8M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$11.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.72M

Top Sellers

1
CPIG
Chicago Partners Investment Group
Illinois
-$8.78M
2
TAM
TCP Asset Management
Ohio
-$3.76M
3
OMC
Old Mission Capital
Illinois
-$3.36M
4
AF
Allworth Financial
California
-$3.1M
5
TWM
Tanager Wealth Management
United Kingdom
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$24.8K +$8.72M +187,779 +55%
CMBA
152
C.M. Bidwell & Associates
Hawaii
$5.83K – – –
GI
153
Gradient Investments
Minnesota
$4.62K +$4.6K +99 New
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
– -$2.1M -45,528 Closed
BWG
155
Beta Wealth Group
California
– -$738K -16,017 Closed
TWA
156
Trellis Wealth Advisors
California
– -$265K -5,745 Closed
EGWAG
157
Elwood & Goetz Wealth Advisory Group
Georgia
– -$242K -5,254 Closed
FFM
158
Flagstone Financial Management
Nebraska
– -$208K -4,519 Closed
WFAG
159
Wescott Financial Advisory Group
Pennsylvania
– -$201K -4,366 Closed
CAS
160
Coppell Advisory Solutions
Texas
– -$42.1K -913 Closed
CASC
161
Coppell Advisory Solutions Corp
Texas
– -$42.1K -913 Closed
3 4 5 6
7

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.