DFSD icon

Dimensional Short-Duration Fixed Income ETF

350 hedge funds and large institutions have $3.61B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$36.5M
2 +$33.6M
3 +$30.1M
4
W
Wealthquest
Ohio
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.1M

Top Sellers

1 -$22.2M
2 -$13.3M
3 -$10.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
O3W
276
Omni 360 Wealth
New Jersey
$390K
FWM
277
Fonville Wealth Management
Virginia
$381K
SWM
278
Selective Wealth Management
Virginia
$381K
FWS
279
FinDec Wealth Services
California
$380K
VWM
280
Vermillion Wealth Management
Minnesota
$379K
LG
281
LAM Group
Oregon
$377K
VFP
282
Verus Financial Partners
Virginia
$352K
SPWM
283
Straight Path Wealth Management
Michigan
$349K
LCWP
284
Legacy Capital Wealth Partners
Arkansas
$337K
Comerica Bank
285
Comerica Bank
Texas
$331K
MEG
286
Millstone Evans Group
Colorado
$329K
MSFS
287
Main Street Financial Solutions
Pennsylvania
$320K
PAG
288
Poinciana Advisors Group
Florida
$315K
MC
289
Matisse Capital
Oregon
$312K
AHL
290
Abel Hall LLC
Louisiana
$295K
PL
291
Plancorp LLC
Missouri
$284K
TWM
292
TCFG Wealth Management
California
$281K
RF
293
rebel Financial
Ohio
$281K
EC
294
Eaton-Cambridge
Arizona
$280K
ETC
295
Exchange Traded Concepts
Oklahoma
$279K
BIG
296
Brookwood Investment Group
Arizona
$270K
JWCA
297
J.W. Cole Advisors
Florida
$262K
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$259K
CPA
299
Capital Performance Advisors
California
$258K
KFG
300
Kelly Financial Group
Connecticut
$256K