Dimensional Short-Duration Fixed Income ETF
DFSD
243 hedge funds and large institutions have $1.95B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 155 increasing their positions, 36 reducing their positions, and 10 closing their positions.
652% more capital inflows, than outflows
Capital inflows: $428M | Capital outflows: $56.9M
331% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 36
260% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 10
11% more funds holding
Funds holding: 219 → 243 (+24)
7% more funds holding in top 10
Funds holding in top 10: 30 → 32 (+2)
2.09% more ownership
Funds ownership: 62.43% → 64.52% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Planning Center Inc
Moline,
Illinois
|
+$90.3M |
| 2 |
AssetMark Inc
Concord,
California
|
+$25.9M |
| 3 |
Altiora Financial Group
Lebanon,
Ohio
|
+$25M |
| 4 |
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$23.5M |
| 5 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$33M |
| 2 |
Burney Company
Reston,
Virginia
|
-$6.45M |
| 3 |
SageView Advisory Group
Newport Beach,
California
|
-$2.76M |
| 4 |
Old Mission Capital
Chicago,
Illinois
|
-$2.58M |
| 5 |
Waverly Advisors
Birmingham,
Alabama
|
-$2.24M |
DFSD Hedge Fund Activity: Q2 2024 in Review
243 of the 6,941 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q2 2024, worth a combined $1.95B — up 23% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new DFSD positions and 10 closed out — a net gain of 26 holders — while 155 added to existing stakes and 36 trimmed.
The largest buyer was Planning Center Inc, adding an estimated $90.3M. The largest seller was Jane Street, cutting an estimated $33M.
- 243 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q2 2024, up from 219 in Q1 2024.
- Funds reported $1.95B of Dimensional Short-Duration Fixed Income ETF stock for Q2 2024, up 23% quarter-over-quarter.
- 36 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q2 2024 and 10 closed out, a net change of +26 holders.
- The largest Dimensional Short-Duration Fixed Income ETF buyer in Q2 2024 was Planning Center Inc, an estimated $90.3M added.
- The largest Dimensional Short-Duration Fixed Income ETF seller in Q2 2024 was Jane Street, an estimated $33M sold.
Based on aggregated 13F filings for Q2 2024.