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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
ARA
151
Approach Retirement Advisors
Alabama
$6.53M
KCWM
152
Kane Co Wealth Management
Iowa
$6.53M
BAM
153
BOS Asset Management
Illinois
$6.45M
BWA
154
Babb Wealth Advisors
Arizona
$6.32M
NDWM
155
New Dimensions Wealth Management
Texas
$6.17M
KA
156
Kooman & Associates
Pennsylvania
$6.13M
WWWM
157
White Wing Wealth Management
Texas
$6.09M
SEIA
158
Signature Estate & Investment Advisors
California
$5.97M
EWA
159
EverSource Wealth Advisors
Alabama
$5.8M
CMP
160
Coston McIsaac & Partners
Maine
$5.76M
BC
161
Burney Company
Virginia
$5.71M
BC
162
BDFS Capital
Delaware
$5.71M
IFA
163
Index Fund Advisors
California
$5.56M
CW
164
CreativeOne Wealth
Kansas
$5.54M
DWM
165
Diversify Wealth Management
Utah
$5.46M
LWM
166
Lakeridge Wealth Management
Ohio
$5.37M
SFP
167
SwitchPoint Financial Planning
Utah
$5.37M
Jane Street
168
Jane Street
New York
$5.21M
SW
169
Simplicity Wealth
New Jersey
$5.18M
BCI
170
Brinker Capital Investments
Pennsylvania
$5.15M
SWM
171
SpringVest Wealth Management
Texas
$5.13M
Corient Private Wealth
172
Corient Private Wealth
Florida
$5.07M
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$5.03M
VWWMG
174
Vermillion & White Wealth Management Group
Pennsylvania
$4.94M
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$4.92M