Dimensional Short-Duration Fixed Income ETF
DFSD
242 hedge funds and large institutions have $1.94B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 36 reducing their positions, and 10 closing their positions.
328% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 36
260% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 10
23% more capital invested
Capital invested by funds: $1.57B → $1.94B (+$364M)
11% more funds holding
Funds holding: 218 → 242 (+24)
7% more funds holding in top 10
Funds holding in top 10: 29 → 31 (+2)
1.98% more ownership
Funds ownership: 62.19% → 64.17% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCI
Planning Center Inc
Moline,
Illinois
|
+$90.3M |
| 2 |
AssetMark Inc
Concord,
California
|
+$25.9M |
| 3 |
AFG
Altiora Financial Group
Lebanon,
Ohio
|
+$25M |
| 4 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$23.5M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$33M |
| 2 |
BC
Burney Company
Reston,
Virginia
|
-$6.45M |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$2.76M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.58M |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$2.24M |
DFSD Hedge Fund Activity: Q2 2024 in Review
242 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q2 2024, worth a combined $1.94B — up 23% from $1.57B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new DFSD positions and 10 closed out — a net gain of 26 holders — while 154 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.
- 242 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q2 2024, up from 218 in Q1 2024.
- Funds reported $1.94B 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.