Dimensional Short-Duration Fixed Income ETF
DFSD
87 hedge funds and large institutions have $322M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 4 closing their positions.
450% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 4
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
131% more capital inflows, than outflows
Capital inflows: $77.6M | Capital outflows: $33.6M
58% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 24
26% more funds holding
Funds holding: 69 → 87 (+18)
1.63% less ownership
Funds ownership: 42.74% → 41.11% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$13.9M |
| 2 |
Chicago Partners Investment Group
Chicago,
Illinois
|
+$8.08M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.74M |
| 4 |
Rockwood Wealth Management
New Hope,
Pennsylvania
|
+$5.89M |
| 5 |
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$8.68M |
| 2 |
Allworth Financial
Folsom,
California
|
-$8.46M |
| 3 |
Wealthquest
Cincinnati,
Ohio
|
-$5.24M |
| 4 |
AssetMark Inc
Concord,
California
|
-$3.9M |
| 5 |
Great Point Wealth Advisors
Boston,
Massachusetts
|
-$1.76M |
DFSD Hedge Fund Activity: Q3 2022 in Review
87 of the 5,831 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q3 2022, worth a combined $322M — up 13% from $285M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new DFSD positions and 4 closed out — a net gain of 18 holders — while 38 added to existing stakes and 24 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $13.9M. The largest seller was Jane Street, cutting an estimated $8.68M.
- 87 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q3 2022, up from 69 in Q2 2022.
- Funds reported $322M of Dimensional Short-Duration Fixed Income ETF stock for Q3 2022, up 13% quarter-over-quarter.
- 22 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q3 2022 and 4 closed out, a net change of +18 holders.
- The largest Dimensional Short-Duration Fixed Income ETF buyer in Q3 2022 was Commonwealth Equity Services, an estimated $13.9M added.
- The largest Dimensional Short-Duration Fixed Income ETF seller in Q3 2022 was Jane Street, an estimated $8.68M sold.
Based on aggregated 13F filings for Q3 2022.