We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

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: 168 → 181 (+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: 19 → 18 (-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
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
+$78.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.6M
3
PFO
Pathstone Family Office
New Jersey
+$10.9M
4
BHWM
Beaird Harris Wealth Management
Texas
+$8.11M
5
BSW
Buckingham Strategic Wealth
Missouri
+$7.05M

Top Sellers

1
CPIG
Chicago Partners Investment Group
Illinois
-$6.5M
2
Jane Street
Jane Street
New York
-$5.87M
3
RFP
RCS Financial Planning
Maryland
-$3.07M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$2.86M
5
TWM
Tanager Wealth Management
United Kingdom
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$23K -$49.5K -1,065 -68%
HI
177
Harbour Investments
Wisconsin
$20.5K +$20.5K +441 New
CMBA
178
C.M. Bidwell & Associates
Hawaii
$5.24K -$558 -12 -10%
GI
179
Gradient Investments
Minnesota
$4.59K – – –
Morgan Stanley
180
Morgan Stanley
New York
$3.71K – – –
Fidelity Investments
181
Fidelity Investments
Massachusetts
$93 +$93 +2 New
LWM
182
LJI Wealth Management
Indiana
– -$281K -66,928 Closed
OMC
183
Old Mission Capital
Illinois
– -$707K -15,264 Closed
CW
184
CreativeOne Wealth
Kansas
– -$595K -12,845 Closed
IWM
185
IHT Wealth Management
Illinois
– -$494K -10,648 Closed
SB
186
Strategic Blueprint
Georgia
– -$310K -6,681 Closed
GWA
187
Geometric Wealth Advisors
District of Columbia
– -$228K -4,913 Closed
ACA
188
Affinity Capital Advisors
California
– -$221K -4,765 Closed
2L
189
25 LLC
Missouri
– -$80.1K -1,720 Closed
Wells Fargo
190
Wells Fargo
California
– -$36.1K -778 Closed
4 5 6 7
8

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.