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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
PA
176
PFG Advisors
Arizona
$1.63M -$7.38K -156 -0.4%
DWM
177
DecisionMap Wealth Management
Virginia
$1.62M +$1.63M +34,520 New
SEIA
178
Signature Estate & Investment Advisors
California
$1.58M +$1.26M +26,614 +380%
AWMM
179
Aegis Wealth Management (Maryland)
Maryland
$1.56M +$1.57M +33,208 New
SIC
180
Samalin Investment Counsel
New York
$1.52M +$23.5K +496 +2%
SIAG
181
Safeguard Investment Advisory Group
California
$1.47M +$160K +3,376 +12%
PWM
182
PBMares Wealth Management
Virginia
$1.45M +$232K +4,905 +19%
Pathstone Holdings
183
Pathstone Holdings
New Jersey
$1.43M +$11K +232 +0.8%
IFA
184
Index Fund Advisors
California
$1.43M +$301K +6,367 +26%
CCM
185
Cambridge Capital Management
Illinois
$1.4M +$1.1M +23,297 +356%
MFC
186
Morris Financial Concepts
South Carolina
$1.39M +$42.4K +896 +3%
AC
187
Applied Capital
Arkansas
$1.35M -$119K -2,510 -8%
MWM
188
Modera Wealth Management
New Jersey
$1.35M +$881K +18,631 +185%
NA
189
Nautilus Advisors
California
$1.33M +$1.34M +28,389 New
EWA
190
EverSource Wealth Advisors
Alabama
$1.3M +$39K +825 +3%
QHA
191
Quarry Hill Advisors
Minnesota
$1.24M +$86.6K +1,830 +7%
RCAG
192
Rehmann Capital Advisory Group
Michigan
$1.2M +$541K +11,438 +81%
SWM
193
SpringVest Wealth Management
Texas
$1.18M +$1.2M +25,265 New
SIM
194
Stratos Investment Management
Ohio
$1.16M +$1.17M +24,799 New
FWP
195
Firethorn Wealth Partners
Georgia
$1.15M +$138K +2,912 +13%
SW
196
Simplicity Wealth
New Jersey
$1.14M -$34.2K -722 -3%
PWIA
197
Porter White Investment Advisors
Alabama
$1.13M +$372K +7,855 +49%
B
198
BetterWealth
California
$1.11M +$228K +4,827 +26%
I
199
INVST
Indiana
$1.11M +$181K +3,833 +19%
BIA
200
Barry Investment Advisors
Massachusetts
$1.08M +$143K +3,028 +15%
6 7
8
9 10

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.