Dimensional Short-Duration Fixed Income ETF
DFSD
68 hedge funds and large institutions have $283M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 4 closing their positions.
925% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 4
106% more funds holding
Funds holding: 33 → 68 (+35)
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
28.89% less ownership
Funds ownership: 71.35% → 42.46% (-29%)
47% less capital invested
Capital invested by funds: $533M → $283M (-$250M)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| 1 |
AssetMark Inc
Concord,
California
|
+$61.9M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$31.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.1M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$16.8M |
| 5 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$10.6M |
Top Sellers
DFSD Hedge Fund Activity: Q2 2022 in Review
68 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q2 2022, worth a combined $283M — down 47% from $533M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new DFSD positions and 4 closed out — a net gain of 37 holders — while 15 added to existing stakes and 10 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $61.9M. The largest seller was Pure Financial Advisors, cutting an estimated $381M.
- 68 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q2 2022, up from 33 in Q1 2022.
- Funds reported $283M of Dimensional Short-Duration Fixed Income ETF stock for Q2 2022, down 47% quarter-over-quarter.
- 41 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q2 2022 and 4 closed out, a net change of +37 holders.
- The largest Dimensional Short-Duration Fixed Income ETF buyer in Q2 2022 was AssetMark Inc, an estimated $61.9M added.
- The largest Dimensional Short-Duration Fixed Income ETF seller in Q2 2022 was Pure Financial Advisors, an estimated $381M sold.
Based on aggregated 13F filings for Q2 2022.