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DFSD

Dimensional Short-Duration Fixed Income ETF

408 hedge funds and large institutions have $4.72B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 233 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 71

213% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 24

29% more funds holding in top 10

Funds holding in top 10: 82106 (+24)

15% more capital invested

Capital invested by funds: $4.09B → $4.72B (+$624M)

12% more funds holding

Funds holding: 363408 (+45)

2.48% more ownership

Funds ownership: 77.85%80.33% (+2.5%)

Holders
408
Holders Change
+45
Holders Change %
+12.4%
% of All Funds
4.96%
Holding in Top 10
106
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+29.27%
% of All Funds
1.29%
New
75
Increased
233
Reduced
71
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAN
226
Wealth Advisors Northwest
Oregon
$1.97M +$96.4K +2,001 +5%
Jones Financial Companies
227
Jones Financial Companies
Missouri
$1.96M +$1.43M +29,727 +269%
VWM
228
Vigil Wealth Management
Florida
$1.89M +$1.9M +39,338 New
SIS
229
Strategic Investment Solutions
Illinois
$1.87M -$121K -2,512 -6%
KAM
230
KEB Asset Management
Illinois
$1.85M +$853K +17,691 +84%
PFA
231
Pillar Financial Advisors
Kentucky
$1.83M -$112K -2,321 -6%
SWM
232
Sentinel Wealth Management
Virginia
$1.79M +$21.7K +451 +1%
KFAS
233
Keating Financial Advisory Services
Kansas
$1.77M +$1.78M +36,837 New
AIS
234
American Investment Services
Massachusetts
$1.72M +$234K +4,857 +16%
Pathstone Holdings
235
Pathstone Holdings
New Jersey
$1.71M +$1.83K +38 +0.1%
WANY
236
Wealthspire Advisors (New York)
New York
$1.67M +$15.5K +321 +0.9%
AWMM
237
Aegis Wealth Management (Maryland)
Maryland
$1.66M +$819 +17 +0%
Northern Trust
238
Northern Trust
Illinois
$1.62M
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$1.58M +$1.13M +23,369 +245%
MWM
240
Modera Wealth Management
New Jersey
$1.57M -$10.2K -212 -0.6%
SAI
241
Savvy Advisors Inc
New York
$1.56M +$573K +11,893 +58%
S4W
242
Solutions 4 Wealth
Texas
$1.45M -$498K -10,326 -26%
B
243
BetterWealth
California
$1.44M +$262K +5,447 +22%
SAM
244
Synergy Asset Management
Washington
$1.44M +$41.5K +862 +3%
AWP
245
Abacus Wealth Partners
California
$1.4M +$88.4K +1,834 +7%
FWP
246
Firethorn Wealth Partners
Georgia
$1.4M -$227K -4,701 -14%
MFC
247
Morris Financial Concepts
South Carolina
$1.39M -$80.5K -1,671 -5%
QHA
248
Quarry Hill Advisors
Minnesota
$1.39M -$318K -6,592 -19%
SIC
249
Samalin Investment Counsel
New York
$1.37M -$41.1K -852 -3%
DWM
250
DecisionMap Wealth Management
Virginia
$1.32M -$5.93K -123 -0.4%

DFSD Hedge Fund Activity: Q4 2025 in Review

408 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q4 2025, worth a combined $4.72B — up 15% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new DFSD positions and 24 closed out — a net gain of 51 holders — while 233 added to existing stakes and 71 trimmed.

The largest buyer was Vise Technologies, adding an estimated $80.7M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $189M.

  • 408 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q4 2025, up from 363 in Q3 2025.
  • Funds reported $4.72B of Dimensional Short-Duration Fixed Income ETF stock for Q4 2025, up 15% quarter-over-quarter.
  • 75 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q4 2025 and 24 closed out, a net change of +51 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q4 2025 was Vise Technologies, an estimated $80.7M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q4 2025 was Focus Partners Advisor Solutions, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2025.