Dimensional Short-Duration Fixed Income ETF
DFSD
215 hedge funds and large institutions have $1.32B invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 43 reducing their positions, and 11 closing their positions.
338% more capital inflows, than outflows
Capital inflows: $551M | Capital outflows: $126M
327% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 11
151% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 43
42% more funds holding in top 10
Funds holding in top 10: 19 → 27 (+8)
18% more funds holding
Funds holding: 182 → 215 (+33)
5.25% more ownership
Funds ownership: 59.4% → 64.64% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$57.1M |
| 2 |
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
+$41.5M |
| 3 |
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$35.7M |
| 4 |
Apella Capital
West Hartford,
Connecticut
|
+$30.2M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$27.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$79.1M |
| 2 |
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$9.7M |
| 3 |
Waverly Advisors
Birmingham,
Alabama
|
-$5.25M |
| 4 |
Burney Company
Reston,
Virginia
|
-$4.85M |
| 5 |
Mattern Wealth Management
Lawrence,
Kansas
|
-$4.72M |
DFSD Hedge Fund Activity: Q4 2023 in Review
215 of the 6,875 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2023, worth a combined $1.32B — up 45% from $904M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new DFSD positions and 11 closed out — a net gain of 36 holders — while 108 added to existing stakes and 43 trimmed.
The largest buyer was OneDigital Investment Advisors, adding an estimated $57.1M. The largest seller was Strategic Investment Solutions, cutting an estimated $79.1M.
- 215 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2023, up from 182 in Q3 2023.
- Funds reported $1.32B of Dimensional Short-Duration Fixed Income ETF stock for Q4 2023, up 45% quarter-over-quarter.
- 47 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2023 and 11 closed out, a net change of +36 holders.
- The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2023 was OneDigital Investment Advisors, an estimated $57.1M added.
- The largest Dimensional Short-Duration Fixed Income ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $79.1M sold.
Based on aggregated 13F filings for Q4 2023.