Dimensional Short-Duration Fixed Income ETF
DFSD
154 hedge funds and large institutions have $621M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 8 closing their positions.
459% more capital inflows, than outflows
Capital inflows: $171M | Capital outflows: $30.5M
238% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 8
187% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 30
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
12% more funds holding
Funds holding: 138 → 154 (+16)
3.22% more ownership
Funds ownership: 51.63% → 54.85% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Burney Company
Reston,
Virginia
|
+$25.5M |
| 2 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
+$20.6M |
| 3 |
Mattern Wealth Management
Lawrence,
Kansas
|
+$14.8M |
| 4 |
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$11.3M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Chicago Partners Investment Group
Chicago,
Illinois
|
-$8.78M |
| 2 |
TCP Asset Management
Columbus,
Ohio
|
-$3.76M |
| 3 |
Old Mission Capital
Chicago,
Illinois
|
-$3.36M |
| 4 |
Allworth Financial
Folsom,
California
|
-$3.1M |
| 5 |
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
-$2.16M |
DFSD Hedge Fund Activity: Q1 2023 in Review
154 of the 6,288 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q1 2023, worth a combined $621M — up 31% from $474M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DFSD positions and 8 closed out — a net gain of 19 holders — while 86 added to existing stakes and 30 trimmed.
The largest buyer was Burney Company, opening a new position worth an estimated $25.5M. The largest seller was Chicago Partners Investment Group, cutting an estimated $8.78M.
- 154 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q1 2023, up from 138 in Q4 2022.
- Funds reported $621M of Dimensional Short-Duration Fixed Income ETF stock for Q1 2023, up 31% quarter-over-quarter.
- 27 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q1 2023 and 8 closed out, a net change of +19 holders.
- The largest Dimensional Short-Duration Fixed Income ETF buyer in Q1 2023 was Burney Company, an estimated $25.5M added.
- The largest Dimensional Short-Duration Fixed Income ETF seller in Q1 2023 was Chicago Partners Investment Group, an estimated $8.78M sold.
Based on aggregated 13F filings for Q1 2023.