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DFSD

Dimensional Short-Duration Fixed Income ETF

32 hedge funds and large institutions have $546M invested in Dimensional Short-Duration Fixed Income ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

94.24% more ownership

Funds ownership: 0%94.24% (+94%)

Holders
32
Holders Change
+32
Holders Change %
% of All Funds
0.49%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
32
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1
Pure Financial Advisors
California
$452M +$452M +9,036,762 New
CPIG
2
Chicago Partners Investment Group
Illinois
$22.4M +$23M +458,909 New
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$10M +$10M +200,000 New
Citadel Advisors
4
Citadel Advisors
Florida
$7.97M +$7.97M +159,321 New
TFA
5
Triad Financial Advisors
North Carolina
$7.08M +$7.08M +141,653 New
PWM
6
PBMares Wealth Management
Virginia
$5.53M +$5.53M +110,664 New
Jane Street
7
Jane Street
New York
$5.03M +$5.03M +100,656 New
BA
8
Bridge Advisory
California
$4.74M +$4.74M +94,740 New
AF
9
Allworth Financial
California
$4.48M +$4.48M +89,513 New
AF
10
Advisornet Financial
Minnesota
$4.42M +$4.42M +88,445 New
OMC
11
Old Mission Capital
Illinois
$4.13M +$4.13M +82,519 New
CWG
12
Crown Wealth Group
North Carolina
$3.33M +$3.33M +66,491 New
SPI
13
Sutton Place Investors
New York
$3.06M +$3.06M +61,135 New
W
14
Wealthquest
Ohio
$2.23M +$2.24M +44,692 New
MRWM
15
ML&R Wealth Management
Texas
$2.13M +$2.13M +42,650 New
GCA
16
Gradient Capital Advisors
California
$918K +$918K +18,355 New
MG
17
MilWealth Group
Wisconsin
$739K +$739K +14,775 New
SIG
18
Spinnaker Investment Group
California
$681K +$688K +13,755 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$648K +$649K +12,971 New
AC
20
AWM Capital
Arizona
$642K +$642K +12,837 New
ACWM
21
Adams Chetwood Wealth Management
North Carolina
$633K +$633K +12,651 New
SC
22
Shearwater Capital
Colorado
$628K +$628K +12,560 New
SCM
23
Southport Capital Management
Tennessee
$593K +$593K +11,852 New
OPS
24
Orion Portfolio Solutions
Nebraska
$479K +$479K +9,570 New
AAM
25
Austin Asset Management
Texas
$375K +$375K +7,500 New

DFSD Hedge Fund Activity: Q4 2021 in Review

32 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2021, worth a combined $546M.

Buyers outnumbered sellers: 32 funds opened new DFSD positions and 0 closed out — a net gain of 32 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Pure Financial Advisors, opening a new position worth an estimated $452M.

  • 32 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $546M of Dimensional Short-Duration Fixed Income ETF stock for Q4 2021.
  • 32 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2021 and 0 closed out, a net change of +32 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2021 was Pure Financial Advisors, an estimated $452M added.

Based on aggregated 13F filings for Q4 2021.