Dimensional Short-Duration Fixed Income ETF
DFSD
69 hedge funds and large institutions have $285M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 4 closing their positions.
975% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 4
116% more funds holding
Funds holding: 32 → 69 (+37)
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
26.66% less ownership
Funds ownership: 69.4% → 42.74% (-27%)
51% less capital inflows, than outflows
Capital inflows: $203M | Capital outflows: $411M
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$61.9M |
| 2 |
Allworth Financial
Folsom,
California
|
+$31.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.1M |
| 4 |
Park Avenue Securities
New York
|
+$16.8M |
| 5 |
Phillips Financial Management
Fort Wayne,
Indiana
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pure Financial Advisors
San Diego,
California
|
-$381M |
| 2 |
Advisornet Financial
Minnetonka,
Minnesota
|
-$12.4M |
| 3 |
Chicago Partners Investment Group
Chicago,
Illinois
|
-$7.18M |
| 4 |
MRWM
ML&R Wealth Management
Austin,
Texas
|
-$6.11M |
| 5 |
SPI
Sutton Place Investors
Katonah,
New York
|
-$1.89M |
DFSD Hedge Fund Activity: Q2 2022 in Review
69 of the 5,962 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q2 2022, worth a combined $285M — down 47% from $533M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new DFSD positions and 4 closed out — a net gain of 39 holders — while 15 added to existing stakes and 9 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.
- 69 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q2 2022, up from 32 in Q1 2022.
- Funds reported $285M of Dimensional Short-Duration Fixed Income ETF stock for Q2 2022, down 47% quarter-over-quarter.
- 43 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q2 2022 and 4 closed out, a net change of +39 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.