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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
FTUS
151
Flow Traders U.S.
New York
$256K +$256K +5,511 New
SWM
152
Selective Wealth Management
Virginia
$252K
CFGS
153
Concourse Financial Group Securities
Alabama
$248K +$248K +5,342 New
PFA
154
Pinnacle Family Advisors
Missouri
$247K -$135K -2,900 -35%
IAG
155
Investment Advisory Group
Massachusetts
$240K -$41.5K -892 -15%
MA
156
Mutual Advisors
Nebraska
$238K
HSG
157
Helen Stephens Group
Texas
$233K -$5.44K -117 -2%
BDWCC
158
B&D White Capital Company
Texas
$224K -$117K -2,515 -34%
SFS
159
Security Financial Services
Indiana
$217K +$217K +4,670 New
EGWAG
160
Elwood & Goetz Wealth Advisory Group
Georgia
$210K +$211K +4,533 New
CA
161
Cetera Advisors
Colorado
$204K
GTAM
162
Global Trust Asset Management
Florida
$202K -$1.86K -40 -0.9%
APC
163
Aspire Private Capital
North Carolina
$187K +$44.3K +953 +31%
Comerica Bank
164
Comerica Bank
Texas
$136K +$137K +2,943 New
US Bancorp
165
US Bancorp
Minnesota
$132K +$133K +2,856 New
WP
166
WealthShield Partners
North Carolina
$112K
DF
167
DecisionPoint Financial
Arizona
$74.1K
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$62.6K +$62.8K +1,350 New
AF
169
Advisornet Financial
Minnesota
$59.5K +$16.4K +353 +38%
MFG
170
Mendota Financial Group
Wisconsin
$42.1K -$40.4K -869 -49%
CAS
171
Coppell Advisory Solutions
Texas
$42.1K -$159K -3,428 -79%
MG
172
MilWealth Group
Wisconsin
$36.5K +$36.6K +787 New
BTI
173
Blue Trust Inc
Georgia
$34K
OCM
174
Orion Capital Management
California
$27.8K -$180K -3,872 -87%
MFT
175
Moisand Fitzgerald Tamayo
Florida
$25.5K +$25.6K +550 New

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.