Dimensional Short-Duration Fixed Income ETF
DFSD
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
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)
Holders
68
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
1 | +$61.6M | |
2 | +$31.4M | |
3 | +$21M | |
4 |
PAS
Park Avenue Securities
New York
|
+$16.7M |
5 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$10.5M |
Top Sellers
1 | -$378M | |
2 | -$13.5M | |
3 | -$12.4M | |
4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$7.22M |
5 |
MRWM
ML&R Wealth Management
Austin,
Texas
|
-$6.11M |