Dimensional Short-Duration Fixed Income ETF
DFSD
169 hedge funds and large institutions have $743M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 95 increasing their positions, 37 reducing their positions, and 7 closing their positions.
243% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 7
183% more capital inflows, than outflows
Capital inflows: $203M | Capital outflows: $71.5M
157% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 37
11% more funds holding in top 10
Funds holding in top 10: 18 → 20 (+2)
10% more funds holding
Funds holding: 154 → 169 (+15)
0.85% more ownership
Funds ownership: 54.85% → 55.7% (+0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Beaird Harris Wealth Management
Dallas,
Texas
|
+$73M |
| 2 |
Waverly Advisors
Birmingham,
Alabama
|
+$24M |
| 3 |
Jane Street
New York
|
+$9.5M |
| 4 |
Mattern Wealth Management
Lawrence,
Kansas
|
+$8.03M |
| 5 |
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$4.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Advisors
Denver,
Colorado
|
-$16M |
| 2 |
AssetMark Inc
Concord,
California
|
-$15.2M |
| 3 |
Chicago Partners Investment Group
Chicago,
Illinois
|
-$6.57M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.81M |
| 5 |
Park Avenue Securities
New York
|
-$4.24M |
DFSD Hedge Fund Activity: Q2 2023 in Review
169 of the 6,388 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q2 2023, worth a combined $743M — up 20% from $621M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DFSD positions and 7 closed out — a net gain of 17 holders — while 95 added to existing stakes and 37 trimmed.
The largest buyer was Beaird Harris Wealth Management, adding an estimated $73M. The largest seller was Cetera Advisors, cutting an estimated $16M.
- 169 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q2 2023, up from 154 in Q1 2023.
- Funds reported $743M of Dimensional Short-Duration Fixed Income ETF stock for Q2 2023, up 20% quarter-over-quarter.
- 24 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q2 2023 and 7 closed out, a net change of +17 holders.
- The largest Dimensional Short-Duration Fixed Income ETF buyer in Q2 2023 was Beaird Harris Wealth Management, an estimated $73M added.
- The largest Dimensional Short-Duration Fixed Income ETF seller in Q2 2023 was Cetera Advisors, an estimated $16M sold.
Based on aggregated 13F filings for Q2 2023.