DFSD icon

Dimensional Short-Duration Fixed Income ETF
DFSD

Overview Fund Activity

322 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 86 funds opening new positions, 173 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+73
Holders Change %
+29.32%
% of All Funds
4.29%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
0.88%
New
86
Increased
173
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$197M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$140M
3
EFP
3
Elser Financial Planning
Indiana
$33.3M
4
SC
4
Savant Capital
Illinois
$108M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$157M

Top Sellers

1
RWM
1
Rockwood Wealth Management
Pennsylvania
$3.38M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$12.6M
3
SWA
3
Sax Wealth Advisors
New Jersey
$20.1M
4
RFP
4
RCS Financial Planning
Maryland
$8.54M
5
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$91.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
151
TCI Wealth Advisors
Arizona
$2.38M +$2.02M +43,031 +554%
NFP
152
Narus Financial Partners
Utah
$2.32M +$663K +14,141 +40%
KAS
153
Kestra Advisory Services
Texas
$2.21M +$107K +2,291 +5%
SIS
154
Strategic Investment Solutions
Illinois
$2.2M +$276K +5,742 +14%
APC
155
Aspire Private Capital
North Carolina
$2.17M +$144K +3,065 +7%
S4W
156
Solutions 4 Wealth
Texas
$2.16M -$152K -3,250 -7%
AWMNH
157
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.15M +$98.8K +2,107 +5%
SFS
158
Sowell Financial Services
Arkansas
$2.06M -$115K -2,445 -5%
HKIMG
159
Hutchens & Kramer Investment Management Group
Indiana
$2.04M -$135K -2,888 -6%
XPN
160
XY Planning Network
Montana
$1.93M +$1.93M +41,079 New
AQR Capital Management
161
AQR Capital Management
Connecticut
$1.91M +$581K +12,389 +44%
CA
162
Claris Advisors
Missouri
$1.9M +$204K +4,361 +12%
SPI
163
Sutton Place Investors
New York
$1.86M -$17.3K -368 -0.9%
GVAG
164
Great Valley Advisor Group
Delaware
$1.85M +$347K +7,404 +23%
KRW
165
Kaufman Rossin Wealth
Florida
$1.85M +$1.85M +39,510 New
FFM
166
Forum Financial Management
Illinois
$1.79M +$1.79M +38,093 New
TAM
167
TCP Asset Management
Ohio
$1.78M +$238K +5,070 +15%
CWA
168
CogentBlue Wealth Advisors
Tennessee
$1.77M +$1.77M +37,684 New
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$1.75M +$378K +8,054 +28%
SPA
170
Shore Point Advisors
New Jersey
$1.74M +$148K +3,166 +9%
BCA
171
Bay Colony Advisors
Massachusetts
$1.72M +$575K +12,274 +50%
Jane Street
172
Jane Street
New York
$1.69M +$1.03M +21,966 +155%
AIS
173
American Investment Services
Massachusetts
$1.69M +$673K +14,349 +66%
BAM
174
BOS Asset Management
Illinois
$1.65M +$189K +4,039 +13%
DWM
175
Dopkins Wealth Management
New York
$1.64M +$1.64M +34,997 New
5 6
7
8 9