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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
HH
201
Hilltop Holdings
Texas
$323K – – –
IFPG
202
Intrepid Financial Planning Group
Indiana
$316K – – –
KSWA
203
Kathleen S. Wright Associates
Pennsylvania
$313K – – –
MC
204
Matisse Capital
Oregon
$306K – – –
TC
205
TownSquare Capital
Utah
$300K -$8.26K -176 -3%
CSPIA
206
Cary Street Partners Investment Advisory
Virginia
$291K +$290K +6,187 New
CPA
207
Capital Performance Advisors
California
$275K +$275K +5,850 New
CAM
208
Concorde Asset Management
Michigan
$266K +$266K +5,669 New
SWM
209
Seaside Wealth Management
California
$263K +$2.63K +56 +1%
CFGS
210
Concourse Financial Group Securities
Alabama
$251K – – –
FTIS
211
First Trust Investment Solutions
Florida
$250K +$250K +5,318 New
HSG
212
Helen Stephens Group
Texas
$241K +$1.55K +33 +0.6%
AHL
213
Abel Hall LLC
Louisiana
$232K -$98.4K -2,097 -30%
ODA
214
One Degree Advisors
California
$227K +$227K +4,836 New
SAI
215
Savvy Advisors Inc
New York
$225K +$12.2K +259 +6%
SWM
216
Selective Wealth Management
Virginia
$222K -$25K -532 -10%
BDWCC
217
B&D White Capital Company
Texas
$221K -$7.79K -166 -3%
WTA
218
Washington Trust Advisors
Massachusetts
$208K +$208K +4,430 New
DADC
219
D.A. Davidson & Co
Montana
$202K +$201K +4,290 New
GTAM
220
Global Trust Asset Management
Florida
$194K +$94 +2 +0%
SOS
221
Silver Oak Securities
Tennessee
$193K +$11.6K +248 +6%
Comerica Bank
222
Comerica Bank
Texas
$138K – – –
PS
223
Principal Securities
Iowa
$102K – – –
GRP
224
Global Retirement Partners
California
$63.6K +$751 +16 +1%
ATPW
225
Ashton Thomas Private Wealth
Arizona
$61.7K +$61.6K +1,313 New
7 8
9
10 11

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.