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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

323 hedge funds and large institutions have $3.1B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 173 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,640% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 5

268% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 47

61% more funds holding in top 10

Funds holding in top 10: 41 → 66 (+25)

34% more capital invested

Capital invested by funds: $2.3B → $3.1B (+$792M)

30% more funds holding

Funds holding: 249 → 323 (+74)

13.86% more ownership

Funds ownership: 67.07% → 80.93% (+14%)

Holders
323
Holders Change
+74
Holders Change %
+29.72%
% of All Funds
4.25%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
0.87%
New
87
Increased
173
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
+$194M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$45.2M
3
EFP
Elser Financial Planning
Indiana
+$33.6M
4
SC
Savant Capital
Illinois
+$30.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$30.7M

Top Sellers

Rank Fund Capital Flow
1
RWM
Rockwood Wealth Management
Pennsylvania
-$16.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.84M
3
SWA
Sax Wealth Advisors
New Jersey
-$5.62M
4
RFP
RCS Financial Planning
Maryland
-$3.75M
5
DPW
DiNuzzo Private Wealth
Pennsylvania
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
151
TCI Wealth Advisors
Arizona
$2.38M +$2.04M +43,031 +554%
NFP
152
Narus Financial Partners
Utah
$2.32M +$669K +14,141 +40%
KAS
153
Kestra Advisory Services
Texas
$2.21M +$108K +2,291 +5%
SIS
154
Strategic Investment Solutions
Illinois
$2.2M +$272K +5,742 +14%
APC
155
Aspire Private Capital
North Carolina
$2.17M +$145K +3,065 +7%
S4W
156
Solutions 4 Wealth
Texas
$2.16M -$154K -3,250 -7%
AWMNH
157
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.15M +$99.7K +2,107 +5%
SFS
158
Sowell Financial Services
Arkansas
$2.06M -$116K -2,445 -5%
HKIMG
159
Hutchens & Kramer Investment Management Group
Indiana
$2.04M -$137K -2,888 -6%
XPN
160
XY Planning Network
Montana
$1.93M +$1.94M +41,079 New
AQR Capital Management
161
AQR Capital Management
Connecticut
$1.91M +$586K +12,389 +44%
CA
162
Claris Advisors
Missouri
$1.9M +$206K +4,361 +12%
SPI
163
Sutton Place Investors
New York
$1.86M -$17.4K -368 -0.9%
GVAG
164
Great Valley Advisor Group
Delaware
$1.85M +$350K +7,404 +23%
KRW
165
Kaufman Rossin Wealth
Florida
$1.85M +$1.87M +39,510 New
FFM
166
Forum Financial Management
Illinois
$1.79M +$1.8M +38,093 New
TAM
167
TCP Asset Management
Ohio
$1.78M +$240K +5,070 +15%
CWA
168
CogentBlue Wealth Advisors
Tennessee
$1.77M +$1.78M +37,684 New
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$1.75M +$381K +8,054 +28%
SPA
170
Shore Point Advisors
New Jersey
$1.74M +$150K +3,166 +9%
BCA
171
Bay Colony Advisors
Massachusetts
$1.72M +$581K +12,274 +50%
Jane Street
172
Jane Street
New York
$1.69M +$1.04M +21,966 +155%
AIS
173
American Investment Services
Massachusetts
$1.69M +$679K +14,349 +66%
BAM
174
BOS Asset Management
Illinois
$1.65M +$191K +4,039 +13%
DWM
175
Dopkins Wealth Management
New York
$1.64M +$1.66M +34,997 New
5 6
7
8 9

DFSD Hedge Fund Activity: Q4 2024 in Review

323 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2024, worth a combined $3.1B — up 34% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new DFSD positions and 5 closed out — a net gain of 82 holders — while 173 added to existing stakes and 47 trimmed.

The largest buyer was Essential Planning, adding an estimated $194M. The largest seller was Rockwood Wealth Management, cutting an estimated $16.1M.

  • 323 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2024, up from 249 in Q3 2024.
  • Funds reported $3.1B of Dimensional Short-Duration Fixed Income ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 87 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2024 and 5 closed out, a net change of +82 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2024 was Essential Planning, an estimated $194M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q4 2024 was Rockwood Wealth Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2024.