DFSD icon

Dimensional Short-Duration Fixed Income ETF

354 hedge funds and large institutions have $4.07B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 226 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
81
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
WCM
276
Warburton Capital Management
Oklahoma
$471K
AIM
277
Advyzon Investment Management
Illinois
$465K
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$459K
TWP
279
Triad Wealth Partners
Kansas
$448K
TWM
280
Tanager Wealth Management
United Kingdom
$438K
MCM
281
MAI Capital Management
Ohio
$420K
SC
282
Shearwater Capital
Colorado
$409K
AAM
283
Austin Asset Management
Texas
$409K
SWM
284
Seaside Wealth Management
California
$402K
O3W
285
Omni 360 Wealth
New Jersey
$392K
LG
286
LAM Group
Oregon
$377K
LCWP
287
Legacy Capital Wealth Partners
Arkansas
$372K
LFA
288
Lauterbach Financial Advisors
Texas
$365K
VFP
289
Verus Financial Partners
Virginia
$354K
GM
290
GeoWealth Management
Illinois
$345K
MC
291
Matisse Capital
Oregon
$313K
AHL
292
Abel Hall LLC
Louisiana
$297K
RF
293
rebel Financial
Ohio
$297K
VWM
294
Vermillion Wealth Management
Minnesota
$290K
PL
295
Plancorp LLC
Missouri
$290K
SOS
296
Silver Oak Securities
Tennessee
$276K
CAM
297
Concorde Asset Management
Michigan
$274K
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$262K
BIG
299
Builder Investment Group
Georgia
$260K
CPA
300
Capital Performance Advisors
California
$259K