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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
DF
201
DecisionPoint Financial
Arizona
$75.1K – – –
CAS
202
Coppell Advisory Solutions
Texas
$66K +$22.9K +491 +54%
UBS Group
203
UBS Group
Switzerland
$50.3K +$49.9K +1,071 New
BTI
204
Blue Trust Inc
Georgia
$34K – – –
OCM
205
Orion Capital Management
California
$28.2K – – –
MG
206
MilWealth Group
Wisconsin
$26.8K -$10.1K -216 -27%
MFT
207
Moisand Fitzgerald Tamayo
Florida
$25.9K – – –
HI
208
Harbour Investments
Wisconsin
$17.5K -$3.21K -69 -16%
PCM
209
Penserra Capital Management
California
$7K +$7.36K +158 New
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$6.16K +$6.1K +131 New
CMBA
211
C.M. Bidwell & Associates
Hawaii
$5.31K – – –
GI
212
Gradient Investments
Minnesota
$4.65K – – –
BWM
213
Baystate Wealth Management
Massachusetts
$226 +$186 +4 New
Morgan Stanley
214
Morgan Stanley
New York
$128 -$3.63K -78 -98%
Fidelity Investments
215
Fidelity Investments
Massachusetts
$47 -$47 -1 -50%
TWM
216
Tanager Wealth Management
United Kingdom
– -$1.89M -40,717 Closed
WWM
217
Wolff Wiese Magana
California
– -$1.16M -25,093 Closed
Citadel Advisors
218
Citadel Advisors
Florida
– -$603K -13,006 Closed
FTUS
219
Flow Traders U.S.
New York
– -$256K -5,511 Closed
IAG
220
Investment Advisory Group
Massachusetts
– -$240K -5,183 Closed
MA
221
Mutual Advisors
Nebraska
– -$238K -5,134 Closed
CA
222
Cetera Advisors
Colorado
– -$204K -4,394 Closed
US Bancorp
223
US Bancorp
Minnesota
– -$132K -2,856 Closed
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
– -$62.6K -1,350 Closed
MFG
225
Mendota Financial Group
Wisconsin
– -$42.1K -908 Closed
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.