Dimensional Short-Duration Fixed Income ETF
DFSD
182 hedge funds and large institutions have $904M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 106 increasing their positions, 38 reducing their positions, and 9 closing their positions.
630% more capital inflows, than outflows
Capital inflows: $227M | Capital outflows: $31.1M
179% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 38
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
8% more funds holding
Funds holding: 169 → 182 (+13)
3.7% more ownership
Funds ownership: 55.7% → 59.4% (+3.7%)
5% less funds holding in top 10
Funds holding in top 10: 20 → 19 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$78.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.6M |
| 3 |
Pathstone Family Office
Englewood,
New Jersey
|
+$10.9M |
| 4 |
Beaird Harris Wealth Management
Dallas,
Texas
|
+$8.11M |
| 5 |
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$7.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Chicago Partners Investment Group
Chicago,
Illinois
|
-$6.5M |
| 2 |
Jane Street
New York
|
-$5.87M |
| 3 |
RFP
RCS Financial Planning
Annapolis,
Maryland
|
-$3.07M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$2.86M |
| 5 |
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
-$2.54M |
DFSD Hedge Fund Activity: Q3 2023 in Review
182 of the 6,315 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q3 2023, worth a combined $904M — up 22% from $743M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DFSD positions and 9 closed out — a net gain of 15 holders — while 106 added to existing stakes and 38 trimmed.
The largest buyer was Strategic Investment Solutions, adding an estimated $78.8M. The largest seller was Chicago Partners Investment Group, cutting an estimated $6.5M.
- 182 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q3 2023, up from 169 in Q2 2023.
- Funds reported $904M of Dimensional Short-Duration Fixed Income ETF stock for Q3 2023, up 22% quarter-over-quarter.
- 24 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q3 2023 and 9 closed out, a net change of +15 holders.
- The largest Dimensional Short-Duration Fixed Income ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $78.8M added.
- The largest Dimensional Short-Duration Fixed Income ETF seller in Q3 2023 was Chicago Partners Investment Group, an estimated $6.5M sold.
Based on aggregated 13F filings for Q3 2023.