Dimensional Short-Duration Fixed Income ETF
DFSD
249 hedge funds and large institutions have $2.3B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 137 increasing their positions, 66 reducing their positions, and 19 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 66
47% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 19
32% more funds holding in top 10
Funds holding in top 10: 31 → 41 (+10)
19% more capital invested
Capital invested by funds: $1.94B → $2.3B (+$365M)
2.9% more ownership
Funds ownership: 64.17% → 67.07% (+2.9%)
3% more funds holding
Funds holding: 242 → 249 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$128M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$74.3M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$22.3M |
| 4 |
DPI
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
+$18.1M |
| 5 |
ODA
One Degree Advisors
San Diego,
California
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$19.3M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$6.4M |
| 3 |
BC
Burney Company
Reston,
Virginia
|
-$5.22M |
| 4 |
SPWM
Straight Path Wealth Management
Jenison,
Michigan
|
-$4.76M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.87M |
DFSD Hedge Fund Activity: Q3 2024 in Review
249 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q3 2024, worth a combined $2.3B — up 19% from $1.94B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DFSD positions and 19 closed out — a net gain of 9 holders — while 137 added to existing stakes and 66 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $128M. The largest seller was Jane Street, cutting an estimated $19.3M.
- 249 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q3 2024, up from 242 in Q2 2024.
- Funds reported $2.3B of Dimensional Short-Duration Fixed Income ETF stock for Q3 2024, up 19% quarter-over-quarter.
- 28 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q3 2024 and 19 closed out, a net change of +9 holders.
- The largest Dimensional Short-Duration Fixed Income ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $128M added.
- The largest Dimensional Short-Duration Fixed Income ETF seller in Q3 2024 was Jane Street, an estimated $19.3M sold.
Based on aggregated 13F filings for Q3 2024.