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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

214 hedge funds and large institutions have $1.31B invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

157% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 42

46% more capital invested

Capital invested by funds: $898M → $1.31B (+$412M)

44% more funds holding in top 10

Funds holding in top 10: 18 → 26 (+8)

18% more funds holding

Funds holding: 181 → 214 (+33)

5.35% more ownership

Funds ownership: 59.04% → 64.39% (+5.4%)

Holders
214
Holders Change
+33
Holders Change %
+18.23%
% of All Funds
3.12%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
47
Increased
108
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$57.1M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
+$41.5M
3
BSW
Buckingham Strategic Wealth
Missouri
+$35.7M
4
AC
Apella Capital
Connecticut
+$30.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$27.2M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$79.1M
2
VAS
Vestmark Advisory Solutions
Massachusetts
-$9.75M
3
WA
Waverly Advisors
Alabama
-$5.25M
4
BC
Burney Company
Virginia
-$4.85M
5
MWM
Mattern Wealth Management
Kansas
-$4.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
W
176
WorthPointe
California
$299K +$21.8K +467 +8%
MWA
177
Mills Wealth Advisors
Texas
$284K -$2.24K -48 -0.8%
AAS
178
Avantax Advisory Services
Texas
$284K -$4.57K -98 -2%
SFS
179
Security Financial Services
Indiana
$276K +$56K +1,203 +26%
WAP
180
Wealthcare Advisory Partners
Pennsylvania
$271K +$269K +5,771 New
SS
181
Simplicity Solutions
Minnesota
$268K +$266K +5,701 New
HSG
182
Helen Stephens Group
Texas
$259K +$22.6K +485 +10%
SWM
183
Selective Wealth Management
Virginia
$255K – – –
CFGS
184
Concourse Financial Group Securities
Alabama
$251K – – –
PFA
185
Pinnacle Family Advisors
Missouri
$250K -$419 -9 -0.2%
JTWM
186
Jackson Thornton Wealth Management
Alabama
$233K +$231K +4,950 New
BDWCC
187
B&D White Capital Company
Texas
$230K +$2.56K +55 +1%
DFS
188
Dixon Fnancial Services
California
$225K +$223K +4,791 New
BOSSRA
189
B.O.S.S. Retirement Advisors
Utah
$223K +$221K +4,739 New
GTAM
190
Global Trust Asset Management
Florida
$204K – – –
EGWAG
191
Elwood & Goetz Wealth Advisory Group
Georgia
$203K -$10.1K -216 -5%
EAM
192
Evanson Asset Management
California
$202K +$200K +4,304 New
ODA
193
One Degree Advisors
California
$202K +$200K +4,293 New
EWA
194
EP Wealth Advisors
California
$193K +$191K +4,107 New
Comerica Bank
195
Comerica Bank
Texas
$143K +$4.89K +105 +4%
WP
196
WealthShield Partners
North Carolina
$114K – – –
AF
197
Advisornet Financial
Minnesota
$104K +$43.5K +933 +73%
APC
198
Aspire Private Capital
North Carolina
$104K -$84.9K -1,822 -45%
PS
199
Principal Securities
Iowa
$102K +$101K +2,175 New
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$85K +$60.5K +1,299 +260%
5 6 7
8
9

DFSD Hedge Fund Activity: Q4 2023 in Review

214 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2023, worth a combined $1.31B — up 46% from $898M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFSD positions and 11 closed out — a net gain of 36 holders — while 108 added to existing stakes and 42 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $57.1M. The largest seller was Strategic Investment Solutions, cutting an estimated $79.1M.

  • 214 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2023, up from 181 in Q3 2023.
  • Funds reported $1.31B of Dimensional Short-Duration Fixed Income ETF stock for Q4 2023, up 46% quarter-over-quarter.
  • 47 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2023 and 11 closed out, a net change of +36 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2023 was OneDigital Investment Advisors, an estimated $57.1M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $79.1M sold.

Based on aggregated 13F filings for Q4 2023.