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Dimensional Short-Duration Fixed Income ETF
DFSD

Overview Fund Activity

346 hedge funds and large institutions have $3.46B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 97 reducing their positions, and 19 closing their positions.

Holders
346
Holders Change
+8
Holders Change %
+2.37%
% of All Funds
4.65%
Holding in Top 10
75
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.32%
% of All Funds
1.01%
New
32
Increased
188
Reduced
97
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
Curio Wealth
Maryland
$36.5M
2
AC
2
Apella Capital
Connecticut
$163M
3
SC
3
Savant Capital
Illinois
$176M
4
W
4
Wealthquest
Ohio
$29.1M
5
MPW
5
MASECO Private Wealth
$27.1M

Top Sellers

1
HFA
1
Hippocratic Financial Advisors
California
$2.99M
2
PCA
2
Prosperity Capital Advisors
Ohio
$0
3
WC
3
Wolfstich Capital
Massachusetts
$0
4
IA
4
IFP Advisors
Florida
$2.06M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$6.72M
Name Market Value Shares Shares
Change 		Shares
Change %
FPAS
1
Focus Partners Advisor Solutions
Missouri
$187M 3,896,787 +413,102 +12%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$177M 3,683,265 +52,835 +1%
SC
3
Savant Capital
Illinois
$176M 3,660,989 +627,337 +21%
AC
4
Apella Capital
Connecticut
$163M 3,396,458 +702,057 +26%
OIA
5
OneDigital Investment Advisors
Kansas
$147M 3,068,288 +150,409 +5%
PCI
6
Planning Center Inc
Illinois
$112M 2,325,952 +60,699 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$93.1M 1,938,383 +461,170 +31%
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$91.1M 1,898,104 -53,363 -3%
HighTower Advisors
9
HighTower Advisors
Illinois
$81.7M 1,702,184 -68,073 -4%
PFM
10
Phillips Financial Management
Indiana
$65.1M 1,356,806 +38,284 +3%
AssetMark Inc
11
AssetMark Inc
California
$61.4M 1,279,350 +4,229 +0.3%
GWWM
12
Great Waters Wealth Management
Minnesota
$59.6M 1,242,440 +53,154 +4%
RFP
13
Root Financial Partners
California
$57.2M 1,192,294 +106,401 +10%
MSWMA
14
Market Street Wealth Management Advisors
Indiana
$55.5M 1,156,115 +7,778 +0.7%
W
15
WPWealth
Texas
$49.2M 1,024,444 -44,838 -4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$49M 1,019,698 +51,723 +5%
RK
17
Rather & Kittrell
Tennessee
$46.1M 959,885 +41,487 +5%
AFG
18
Altiora Financial Group
Ohio
$45.9M 956,818 +29,400 +3%
DPI
19
Diversified Portfolios Inc
Michigan
$44.8M 933,135 +107,566 +13%
RWM
20
Ruedi Wealth Management
Illinois
$44.6M 929,564 +37,593 +4%
RIP
21
RAM Investment Partners
Washington
$42.8M 891,335 +199,583 +29%
CW
22
Curio Wealth
Maryland
$36.5M 760,536 +760,142 +192,929%
PAS
23
Park Avenue Securities
New York
$33.7M 701,192 +247,517 +55%
ME
24
McIlrath & Eck
Washington
$31.3M 651,308 +87,023 +15%
W
25
Wealthquest
Ohio
$29.1M 605,612 +605,612 New
1
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