Dimensional Short-Duration Fixed Income ETF
DFSD
339 hedge funds and large institutions have $3.28B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 200 increasing their positions, 70 reducing their positions, and 20 closing their positions.
186% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 70
90% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 20
15% more funds holding in top 10
Funds holding in top 10: 66 → 76 (+10)
6% more capital invested
Capital invested by funds: $3.1B → $3.28B (+$179M)
5% more funds holding
Funds holding: 323 → 339 (+16)
6.52% less ownership
Funds ownership: 80.93% → 74.41% (-6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$48.3M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$31.1M |
| 3 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$23.9M |
| 4 |
IA
Integrity Alliance
Urbandale,
Iowa
|
+$21.1M |
| 5 |
HWM
Hemington Wealth Management
Falls Church,
Virginia
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$192M |
| 2 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
-$33.3M |
| 3 |
CW
Curio Wealth
Annapolis,
Maryland
|
-$25.9M |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$18M |
| 5 |
FWS
FinDec Wealth Services
Stockton,
California
|
-$7.45M |
DFSD Hedge Fund Activity: Q1 2025 in Review
339 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q1 2025, worth a combined $3.28B — up 5.8% from $3.1B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new DFSD positions and 20 closed out — a net gain of 18 holders — while 200 added to existing stakes and 70 trimmed.
The largest buyer was Apella Capital, adding an estimated $48.3M. The largest seller was Essential Planning, cutting an estimated $192M.
- 339 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q1 2025, up from 323 in Q4 2024.
- Funds reported $3.28B of Dimensional Short-Duration Fixed Income ETF stock for Q1 2025, up 5.8% quarter-over-quarter.
- 38 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q1 2025 and 20 closed out, a net change of +18 holders.
- The largest Dimensional Short-Duration Fixed Income ETF buyer in Q1 2025 was Apella Capital, an estimated $48.3M added.
- The largest Dimensional Short-Duration Fixed Income ETF seller in Q1 2025 was Essential Planning, an estimated $192M sold.
Based on aggregated 13F filings for Q1 2025.