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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

218 hedge funds and large institutions have $1.57B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 126 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 50

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

20% more capital invested

Capital invested by funds: $1.31B → $1.57B (+$264M)

12% more funds holding in top 10

Funds holding in top 10: 26 → 29 (+3)

2% more funds holding

Funds holding: 214 → 218 (+4)

2.2% less ownership

Funds ownership: 64.39% → 62.19% (-2.2%)

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
3.14%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.42%
New
24
Increased
126
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$45.9M
2
Jane Street
Jane Street
New York
+$32.2M
3
BSW
Buckingham Strategic Wealth
Missouri
+$30.2M
4
W
WPWealth
Texas
+$28.1M
5
OIA
OneDigital Investment Advisors
Kansas
+$23.6M

Top Sellers

1
FPAS
Focus Partners Advisor Solutions
Missouri
-$15.3M
2
AFS
Annapolis Financial Services
Maryland
-$9.55M
3
AWM
AE Wealth Management
Kansas
-$8.04M
4
SFA
Sequoia Financial Advisors
Ohio
-$6.47M
5
Bank of America
Bank of America
North Carolina
-$6.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1
Beaird Harris Wealth Management
Texas
$106M +$9.82M +208,969 +10%
DPW
2
DiNuzzo Private Wealth
Pennsylvania
$91.6M -$2.36M -50,230 -3%
OIA
3
OneDigital Investment Advisors
Kansas
$83.2M +$23.6M +501,299 +40%
HighTower Advisors
4
HighTower Advisors
Illinois
$74.3M +$45.9M +975,759 +162%
BSW
5
Buckingham Strategic Wealth
Missouri
$74.2M +$30.2M +641,609 +69%
Jane Street
6
Jane Street
New York
$52.9M +$32.2M +684,369 +155%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$49.8M +$15.9M +338,816 +47%
MSWMA
8
Market Street Wealth Management Advisors
Indiana
$47.8M +$4.53M +96,397 +10%
SC
9
Savant Capital
Illinois
$42.5M +$12.7M +270,347 +43%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$40M +$4.47M +95,051 +13%
AssetMark Inc
11
AssetMark Inc
California
$38.1M -$1.31M -27,883 -3%
W
12
WPWealth
Texas
$38M +$28.1M +596,826 +281%
AC
13
Apella Capital
Connecticut
$37.9M +$2.92M +62,121 +8%
GWWM
14
Great Waters Wealth Management
Minnesota
$37.6M +$7.3M +155,371 +24%
PFM
15
Phillips Financial Management
Indiana
$29.4M +$5.45M +115,962 +23%
RK
16
Rather & Kittrell
Tennessee
$25.9M +$6.05M +128,629 +30%
MWM
17
Mattern Wealth Management
Kansas
$24.1M +$1.31M +27,782 +6%
RIP
18
RAM Investment Partners
Washington
$23.8M +$990K +21,057 +4%
GFA
19
Grunden Financial Advisory
Texas
$20.7M +$411K +8,751 +2%
RA
20
RFG Advisory
Alabama
$19.4M +$924K +19,667 +5%
BC
21
Burney Company
Virginia
$18.7M -$4.85M -103,102 -21%
SWA
22
Sax Wealth Advisors
New Jersey
$18.2M +$7.03M +149,618 +63%
WA
23
Waverly Advisors
Alabama
$18.1M -$1.34M -28,550 -7%
RWM
24
Rockwood Wealth Management
Pennsylvania
$15.9M +$1.96M +41,667 +14%
VWA
25
Valued Wealth Advisors
Utah
$15.4M +$192K +4,080 +1%
1
2 3 4 5

DFSD Hedge Fund Activity: Q1 2024 in Review

218 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q1 2024, worth a combined $1.57B — up 20% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFSD positions and 15 closed out — a net gain of 9 holders — while 126 added to existing stakes and 50 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $45.9M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $15.3M.

  • 218 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q1 2024, up from 214 in Q4 2023.
  • Funds reported $1.57B of Dimensional Short-Duration Fixed Income ETF stock for Q1 2024, up 20% quarter-over-quarter.
  • 24 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q1 2024 and 15 closed out, a net change of +9 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q1 2024 was HighTower Advisors, an estimated $45.9M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q1 2024 was Focus Partners Advisor Solutions, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2024.