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DFSD

Dimensional Short-Duration Fixed Income ETF

Delisted

DFSD was delisted on the 24th of June, 2026.

426 hedge funds and large institutions have $5.33B invested in Dimensional Short-Duration Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 270 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
111
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
226
Rockwood Wealth Management
Pennsylvania
$2.17M
FWMP
227
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.16M
VWM
228
Vigil Wealth Management
Florida
$2.09M
WAN
229
Wealth Advisors Northwest
Oregon
$2.03M
BTWM
230
Baker Tilly Wealth Management
Wisconsin
$1.96M
AWMNH
231
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.92M
KAM
232
KEB Asset Management
Illinois
$1.9M
SIS
233
Strategic Investment Solutions
Illinois
$1.89M
HTWM
234
Hartmann Taylor Wealth Management
Texas
$1.88M
AIS
235
American Investment Services
Massachusetts
$1.86M
PFA
236
Pillar Financial Advisors
Kentucky
$1.82M
WANY
237
Wealthspire Advisors (New York)
New York
$1.81M
SPI
238
Sutton Place Investors
New York
$1.81M
AWMM
239
Aegis Wealth Management (Maryland)
Maryland
$1.8M
SWM
240
Sentinel Wealth Management
Virginia
$1.78M
Pathstone Holdings
241
Pathstone Holdings
New Jersey
$1.74M
LW
242
Linscomb Wealth
Texas
$1.63M
JP Morgan Chase
243
JP Morgan Chase
New York
$1.59M
FWM
244
Forza Wealth Management
Florida
$1.59M
MWM
245
Modera Wealth Management
New Jersey
$1.56M
QHA
246
Quarry Hill Advisors
Minnesota
$1.52M
CWMA
247
Capstone Wealth Management (Alabama)
Alabama
$1.51M
FWP
248
Firethorn Wealth Partners
Georgia
$1.47M
B
249
BetterWealth
California
$1.44M
MFC
250
Morris Financial Concepts
South Carolina
$1.43M