Dimensional Short-Duration Fixed Income ETF
DFSD
219 hedge funds and large institutions have $1.58B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 127 increasing their positions, 50 reducing their positions, and 15 closing their positions.
359% more capital inflows, than outflows
Capital inflows: $345M | Capital outflows: $75.1M
154% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 50
60% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 15
11% more funds holding in top 10
Funds holding in top 10: 27 → 30 (+3)
2% more funds holding
Funds holding: 215 → 219 (+4)
2.21% less ownership
Funds ownership: 64.64% → 62.43% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$45.9M |
| 2 |
Jane Street
New York
|
+$32.2M |
| 3 |
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$30.2M |
| 4 |
WPWealth
Fort Worth,
Texas
|
+$28.1M |
| 5 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$23.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$15.3M |
| 2 |
AFS
Annapolis Financial Services
Annapolis,
Maryland
|
-$9.6M |
| 3 |
AE Wealth Management
Topeka,
Kansas
|
-$8.04M |
| 4 |
Sequoia Financial Advisors
Akron,
Ohio
|
-$6.47M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$6.2M |
DFSD Hedge Fund Activity: Q1 2024 in Review
219 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q1 2024, worth a combined $1.58B — up 20% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DFSD positions and 15 closed out — a net gain of 9 holders — while 127 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.
- 219 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q1 2024, up from 215 in Q4 2023.
- Funds reported $1.58B 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.