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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

242 hedge funds and large institutions have $1.94B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 36

260% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 10

23% more capital invested

Capital invested by funds: $1.57B → $1.94B (+$364M)

11% more funds holding

Funds holding: 218 → 242 (+24)

7% more funds holding in top 10

Funds holding in top 10: 29 → 31 (+2)

1.98% more ownership

Funds ownership: 62.19% → 64.17% (+2%)

Holders
242
Holders Change
+24
Holders Change %
+11.01%
% of All Funds
3.5%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.45%
New
36
Increased
154
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCI
Planning Center Inc
Illinois
+$90.3M
2
AssetMark Inc
AssetMark Inc
California
+$25.9M
3
AFG
Altiora Financial Group
Ohio
+$25M
4
BSW
Buckingham Strategic Wealth
Missouri
+$23.5M
5
OIA
OneDigital Investment Advisors
Kansas
+$19.2M

Top Sellers

1
Jane Street
Jane Street
New York
-$33M
2
BC
Burney Company
Virginia
-$6.45M
3
SAG
SageView Advisory Group
California
-$2.76M
4
OMC
Old Mission Capital
Illinois
-$2.58M
5
WA
Waverly Advisors
Alabama
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
176
WMS Partners
Maryland
$573K +$123K +2,622 +27%
Morgan Stanley
177
Morgan Stanley
New York
$564K +$563K +11,998 New
OMC
178
Old Mission Capital
Illinois
$556K -$2.58M -54,964 -82%
AAS
179
Avantax Advisory Services
Texas
$547K +$280K +5,955 +105%
MWM
180
Modera Wealth Management
New Jersey
$525K -$7.46K -159 -1%
BCA
181
Bay Colony Advisors
Massachusetts
$508K +$7.6K +162 +2%
CC
182
Copperleaf Capital
North Carolina
$499K +$54.6K +1,163 +12%
TWCA
183
Two West Capital Advisors
Kansas
$493K +$492K +10,479 New
LFAS
184
Level Four Advisory Services
Texas
$485K +$484K +10,319 New
TC
185
TAGStone Capital
North Carolina
$483K +$482K +10,269 New
Cerity Partners
186
Cerity Partners
New York
$480K +$479K +10,203 New
LG
187
LAM Group
Oregon
$448K +$939 +20 +0.2%
AAM
188
Austin Asset Management
Texas
$419K -$101K -2,155 -19%
TWA
189
TCI Wealth Advisors
Arizona
$407K +$406K +8,654 New
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$404K +$125K +2,669 +45%
SC
191
Shearwater Capital
Colorado
$403K – – –
PFA
192
Pinnacle Family Advisors
Missouri
$394K +$152K +3,228 +63%
CFO
193
Collective Family Office
Pennsylvania
$364K -$37.1K -791 -9%
SFS
194
Security Financial Services
Indiana
$352K +$31.2K +665 +10%
FS
195
Financial Symmetry
North Carolina
$345K +$43.2K +921 +14%
SWM
196
Spire Wealth Management
Virginia
$342K -$7.84K -167 -2%
VFP
197
Verus Financial Partners
Virginia
$341K -$17.2K -366 -5%
DFS
198
Dixon Fnancial Services
California
$336K +$12.9K +274 +4%
CW
199
CreativeOne Wealth
Kansas
$335K -$412K -8,776 -55%
W
200
WorthPointe
California
$329K +$7.04K +150 +2%
6 7
8
9 10

DFSD Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q2 2024, worth a combined $1.94B — up 23% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFSD positions and 10 closed out — a net gain of 26 holders — while 154 added to existing stakes and 36 trimmed.

The largest buyer was Planning Center Inc, adding an estimated $90.3M. The largest seller was Jane Street, cutting an estimated $33M.

  • 242 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q2 2024, up from 218 in Q1 2024.
  • Funds reported $1.94B of Dimensional Short-Duration Fixed Income ETF stock for Q2 2024, up 23% quarter-over-quarter.
  • 36 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q2 2024 and 10 closed out, a net change of +26 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q2 2024 was Planning Center Inc, an estimated $90.3M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q2 2024 was Jane Street, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2024.