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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
CFP
251
Cypress Financial Planning
New Jersey
$1.3M +$1.31M +27,163 New
SIAG
252
Safeguard Investment Advisory Group
California
$1.29M -$68.7K -1,426 -5%
PA
253
PFG Advisors
Arizona
$1.29M -$160K -3,314 -11%
JP Morgan Chase
254
JP Morgan Chase
New York
$1.26M +$143K +2,962 +13%
CWMA
255
Capstone Wealth Management (Alabama)
Alabama
$1.26M +$377K +7,831 +42%
DFS
256
Demming Financial Services
Ohio
$1.23M +$1.24M +25,635 New
SAM
257
Smartleaf Asset Management
Massachusetts
$1.23M +$119K +2,474 +11%
GWA
258
Geometric Wealth Advisors
District of Columbia
$1.23M -$8K -166 -0.6%
EWP
259
E-Wealth Partners
Minnesota
$1.22M +$1.22M +25,345 New
Wells Fargo
260
Wells Fargo
California
$1.19M +$78.3K +1,625 +7%
FWM
261
Forza Wealth Management
Florida
$1.17M
JWM
262
JDH Wealth Management
California
$1.15M -$51.2K -1,062 -4%
DAS
263
Diversify Advisory Services
Utah
$1.13M +$934K +19,382 +461%
CSP
264
Cary Street Partners
Virginia
$1.1M +$435K +9,029 +65%
PAG
265
Poinciana Advisors Group
Florida
$1.1M +$288K +5,980 +35%
PWM
266
Platform Wealth Management
Utah
$1.09M +$1.1M +22,752 New
AC
267
Applied Capital
Arkansas
$1.08M -$85.7K -1,778 -7%
BTWM
268
Baker Tilly Wealth Management
Wisconsin
$1.05M -$1.47M -30,560 -58%
LFS
269
Lutz Financial Services
Nebraska
$1.03M +$1.04M +21,519 New
WAP
270
Wealthcare Advisory Partners
Pennsylvania
$982K +$127K +2,632 +15%
WTA
271
Washington Trust Advisors
Massachusetts
$973K +$12K +250 +1%
Mariner
272
Mariner
Kansas
$968K -$3.61K -75 -0.4%
MOS
273
MGO One Seven
Ohio
$947K +$136K +2,822 +17%
BWM
274
Blossom Wealth Management
California
$887K -$20.7K -430 -2%
UWM
275
USAdvisors Wealth Management
Minnesota
$877K +$36.3K +753 +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.