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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

323 hedge funds and large institutions have $3.1B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 173 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,640% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 5

268% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 47

61% more funds holding in top 10

Funds holding in top 10: 41 → 66 (+25)

34% more capital invested

Capital invested by funds: $2.3B → $3.1B (+$792M)

30% more funds holding

Funds holding: 249 → 323 (+74)

13.86% more ownership

Funds ownership: 67.07% → 80.93% (+14%)

Holders
323
Holders Change
+74
Holders Change %
+29.72%
% of All Funds
4.25%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
0.87%
New
87
Increased
173
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
+$194M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$45.2M
3
EFP
Elser Financial Planning
Indiana
+$33.6M
4
SC
Savant Capital
Illinois
+$30.8M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$30.7M

Top Sellers

1
RWM
Rockwood Wealth Management
Pennsylvania
-$16.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.84M
3
SWA
Sax Wealth Advisors
New Jersey
-$5.62M
4
RFP
RCS Financial Planning
Maryland
-$3.75M
5
DPW
DiNuzzo Private Wealth
Pennsylvania
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1
Essential Planning
New Hampshire
$197M +$194M +4,101,536 +6,121%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$157M +$30.7M +649,012 +24%
FPAS
3
Focus Partners Advisor Solutions
Missouri
$140M +$45.2M +955,079 +47%
OIA
4
OneDigital Investment Advisors
Kansas
$127M +$15.2M +321,549 +13%
BHWM
5
Beaird Harris Wealth Management
Texas
$121M +$4.81M +101,616 +4%
SC
6
Savant Capital
Illinois
$108M +$30.8M +651,492 +39%
PCI
7
Planning Center Inc
Illinois
$96M +$1.66M +35,053 +2%
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$91.4M -$2.32M -48,969 -2%
HighTower Advisors
9
HighTower Advisors
Illinois
$79.6M +$2.93M +61,835 +4%
AC
10
Apella Capital
Connecticut
$78.3M +$28.8M +609,036 +57%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$65.8M +$3.82M +80,691 +6%
AssetMark Inc
12
AssetMark Inc
California
$61.7M -$815K -17,237 -1%
PFM
13
Phillips Financial Management
Indiana
$57.7M +$17.5M +369,847 +43%
GWWM
14
Great Waters Wealth Management
Minnesota
$57.4M +$6.28M +132,724 +12%
MSWMA
15
Market Street Wealth Management Advisors
Indiana
$53.5M +$1.64M +34,592 +3%
W
16
WPWealth
Texas
$49.2M +$2.97M +62,692 +6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$44M +$1.57M +33,220 +4%
RWM
18
Ruedi Wealth Management
Illinois
$41.3M +$13.4M +283,905 +48%
RK
19
Rather & Kittrell
Tennessee
$40.2M +$5.98M +126,362 +17%
RFP
20
Root Financial Partners
California
$37.9M +$11.5M +243,457 +43%
AFG
21
Altiora Financial Group
Ohio
$36.5M +$2.16M +45,715 +6%
EFP
22
Elser Financial Planning
Indiana
$33.3M +$33.6M +709,717 New
RIP
23
RAM Investment Partners
Washington
$30.2M +$2.86M +60,405 +10%
DPI
24
Diversified Portfolios Inc
Michigan
$26.4M +$6.75M +142,761 +34%
MWM
25
Mattern Wealth Management
Kansas
$26.1M +$373K +7,888 +1%
1
2 3 4 5

DFSD Hedge Fund Activity: Q4 2024 in Review

323 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2024, worth a combined $3.1B — up 34% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new DFSD positions and 5 closed out — a net gain of 82 holders — while 173 added to existing stakes and 47 trimmed.

The largest buyer was Essential Planning, adding an estimated $194M. The largest seller was Rockwood Wealth Management, cutting an estimated $16.1M.

  • 323 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2024, up from 249 in Q3 2024.
  • Funds reported $3.1B of Dimensional Short-Duration Fixed Income ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 87 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2024 and 5 closed out, a net change of +82 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2024 was Essential Planning, an estimated $194M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q4 2024 was Rockwood Wealth Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2024.