Dimensional Short-Duration Fixed Income ETF
DFSD
138 hedge funds and large institutions have $474M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 7 closing their positions.
743% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 7
390% more capital inflows, than outflows
Capital inflows: $191M | Capital outflows: $38.9M
180% more funds holding in top 10
Funds holding in top 10: 5 → 14 (+9)
92% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 25
59% more funds holding
Funds holding: 87 → 138 (+51)
10.52% more ownership
Funds ownership: 41.11% → 51.63% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFG Advisory
Birmingham,
Alabama
|
+$16.5M |
| 2 |
Rather & Kittrell
Knoxville,
Tennessee
|
+$7.87M |
| 3 |
Savant Capital
Rockford,
Illinois
|
+$6.6M |
| 4 |
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
+$6.48M |
| 5 |
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$4.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allworth Financial
Folsom,
California
|
-$14.8M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.62M |
| 3 |
TFA
Triad Financial Advisors
Greensboro,
North Carolina
|
-$4.11M |
| 4 |
Wealthquest
Cincinnati,
Ohio
|
-$1.95M |
| 5 |
SJS Investment Consulting
Sylvania,
Ohio
|
-$1.61M |
DFSD Hedge Fund Activity: Q4 2022 in Review
138 of the 6,241 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2022, worth a combined $474M — up 47% from $322M a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new DFSD positions and 7 closed out — a net gain of 52 holders — while 48 added to existing stakes and 25 trimmed.
The largest buyer was RFG Advisory, opening a new position worth an estimated $16.5M. The largest seller was Allworth Financial, cutting an estimated $14.8M.
- 138 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2022, up from 87 in Q3 2022.
- Funds reported $474M of Dimensional Short-Duration Fixed Income ETF stock for Q4 2022, up 47% quarter-over-quarter.
- 59 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2022 and 7 closed out, a net change of +52 holders.
- The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2022 was RFG Advisory, an estimated $16.5M added.
- The largest Dimensional Short-Duration Fixed Income ETF seller in Q4 2022 was Allworth Financial, an estimated $14.8M sold.
Based on aggregated 13F filings for Q4 2022.