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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

242 hedge funds and large institutions have $1.94B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 36

260% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 10

23% more capital invested

Capital invested by funds: $1.57B → $1.94B (+$364M)

11% more funds holding

Funds holding: 218 → 242 (+24)

7% more funds holding in top 10

Funds holding in top 10: 29 → 31 (+2)

1.98% more ownership

Funds ownership: 62.19% → 64.17% (+2%)

Holders
242
Holders Change
+24
Holders Change %
+11.01%
% of All Funds
3.5%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.45%
New
36
Increased
154
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCI
Planning Center Inc
Illinois
+$90.3M
2
AssetMark Inc
AssetMark Inc
California
+$25.9M
3
AFG
Altiora Financial Group
Ohio
+$25M
4
BSW
Buckingham Strategic Wealth
Missouri
+$23.5M
5
OIA
OneDigital Investment Advisors
Kansas
+$19.2M

Top Sellers

1
Jane Street
Jane Street
New York
-$33M
2
BC
Burney Company
Virginia
-$6.45M
3
SAG
SageView Advisory Group
California
-$2.76M
4
OMC
Old Mission Capital
Illinois
-$2.58M
5
WA
Waverly Advisors
Alabama
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
151
Raymond James Financial Services Advisors
Florida
$980K +$175K +3,732 +22%
EWA
152
Elevate Wealth Advisory
Georgia
$970K +$54.4K +1,158 +6%
UWM
153
USAdvisors Wealth Management
Minnesota
$923K +$58.5K +1,247 +7%
EFG
154
Ethos Financial Group
Pennsylvania
$908K +$907K +19,326 New
SAM
155
Smartleaf Asset Management
Massachusetts
$863K -$276K -5,884 -24%
AWS
156
Atria Wealth Solutions
New York
$850K +$195K +4,148 +30%
APC
157
Aspire Private Capital
North Carolina
$835K +$575K +12,240 +222%
FTUS
158
Flow Traders U.S.
New York
$830K -$704K -15,008 -46%
FFWA
159
Forthright Family Wealth Advisory
Texas
$818K – – –
BIA
160
Barry Investment Advisors
Massachusetts
$776K +$288K +6,132 +59%
PWIA
161
Porter White Investment Advisors
Alabama
$749K -$211K -4,502 -22%
FWP
162
Firethorn Wealth Partners
Georgia
$730K +$79K +1,683 +12%
I
163
INVST
Indiana
$720K +$719K +15,314 New
MA
164
Mutual Advisors
Nebraska
$716K +$712K +15,160 New
EA
165
Eclectic Associates
California
$696K +$118K +2,504 +20%
VPWA
166
Vestia Personal Wealth Advisors
Indiana
$695K +$694K +14,783 New
RCAG
167
Rehmann Capital Advisory Group
Michigan
$664K +$73.8K +1,572 +13%
NL
168
NWAM LLC
Washington
$661K +$3.85K +82 +0.6%
BWM
169
Birchcreek Wealth Management
Ohio
$653K +$653K +13,904 New
CWM
170
Core Wealth Management
Florida
$632K +$631K +13,444 New
GJIA
171
Glass Jacobson Investment Advisors
Maryland
$630K +$59.4K +1,266 +10%
SIG
172
Spinnaker Investment Group
California
$618K +$15.1K +322 +3%
HWM
173
HFG Wealth Management
Texas
$611K +$76K +1,620 +14%
BWM
174
Blossom Wealth Management
California
$597K +$26.4K +563 +5%
GWA
175
Geometric Wealth Advisors
District of Columbia
$588K +$77.2K +1,645 +15%
5 6
7
8 9

DFSD Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q2 2024, worth a combined $1.94B — up 23% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFSD positions and 10 closed out — a net gain of 26 holders — while 154 added to existing stakes and 36 trimmed.

The largest buyer was Planning Center Inc, adding an estimated $90.3M. The largest seller was Jane Street, cutting an estimated $33M.

  • 242 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q2 2024, up from 218 in Q1 2024.
  • Funds reported $1.94B of Dimensional Short-Duration Fixed Income ETF stock for Q2 2024, up 23% quarter-over-quarter.
  • 36 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q2 2024 and 10 closed out, a net change of +26 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q2 2024 was Planning Center Inc, an estimated $90.3M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q2 2024 was Jane Street, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2024.