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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

214 hedge funds and large institutions have $1.31B 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, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

157% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 42

46% more capital invested

Capital invested by funds: $898M → $1.31B (+$412M)

44% more funds holding in top 10

Funds holding in top 10: 18 → 26 (+8)

18% more funds holding

Funds holding: 181 → 214 (+33)

5.35% more ownership

Funds ownership: 59.04% → 64.39% (+5.4%)

Holders
214
Holders Change
+33
Holders Change %
+18.23%
% of All Funds
3.12%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
47
Increased
108
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$57.1M
2
MSWMA
Market Street Wealth Management Advisors
Indiana
+$41.5M
3
BSW
Buckingham Strategic Wealth
Missouri
+$35.7M
4
AC
Apella Capital
Connecticut
+$30.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$27.2M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$79.1M
2
VAS
Vestmark Advisory Solutions
Massachusetts
-$9.75M
3
WA
Waverly Advisors
Alabama
-$5.25M
4
BC
Burney Company
Virginia
-$4.85M
5
MWM
Mattern Wealth Management
Kansas
-$4.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1
Beaird Harris Wealth Management
Texas
$95.8M +$13.7M +294,409 +17%
DPW
2
DiNuzzo Private Wealth
Pennsylvania
$93.9M +$93M +1,996,592 New
OIA
3
OneDigital Investment Advisors
Kansas
$59.6M +$57.1M +1,224,914 +2,868%
BSW
4
Buckingham Strategic Wealth
Missouri
$43.9M +$35.7M +765,902 +454%
MSWMA
5
Market Street Wealth Management Advisors
Indiana
$43.3M +$41.5M +890,126 +2,916%
AssetMark Inc
6
AssetMark Inc
California
$39.4M -$874K -18,759 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$35.5M +$9.16M +196,584 +35%
AC
8
Apella Capital
Connecticut
$34.8M +$30.2M +648,535 +688%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$33.8M +$1.39M +29,942 +4%
GWWM
10
Great Waters Wealth Management
Minnesota
$30.2M +$1.09M +23,468 +4%
SC
11
Savant Capital
Illinois
$29.8M +$10.7M +230,314 +57%
HighTower Advisors
12
HighTower Advisors
Illinois
$28.3M +$27.2M +583,103 +2,987%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$26M +$14M +299,945 +118%
PFM
14
Phillips Financial Management
Indiana
$23.9M +$3.51M +75,347 +17%
BC
15
Burney Company
Virginia
$23.5M -$4.85M -104,135 -17%
RIP
16
RAM Investment Partners
Washington
$22.8M +$4.35M +93,366 +24%
MWM
17
Mattern Wealth Management
Kansas
$22.8M -$4.72M -101,372 -17%
Jane Street
18
Jane Street
New York
$20.7M +$9.74M +209,038 +90%
GFA
19
Grunden Financial Advisory
Texas
$20.3M +$20.1M +431,220 New
RK
20
Rather & Kittrell
Tennessee
$19.8M +$2.52M +54,035 +15%
WA
21
Waverly Advisors
Alabama
$19.4M -$5.25M -112,686 -21%
RA
22
RFG Advisory
Alabama
$18.5M -$2.85M -61,102 -13%
VWA
23
Valued Wealth Advisors
Utah
$15M +$15M +322,944 New
RWM
24
Rockwood Wealth Management
Pennsylvania
$14M +$954K +20,490 +7%
Bank of America
25
Bank of America
North Carolina
$13.9M +$5.27M +113,192 +62%
1
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DFSD Hedge Fund Activity: Q4 2023 in Review

214 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2023, worth a combined $1.31B — up 46% from $898M 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 42 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.

  • 214 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2023, up from 181 in Q3 2023.
  • Funds reported $1.31B of Dimensional Short-Duration Fixed Income ETF stock for Q4 2023, up 46% 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.