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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
GWM
276
Geneos Wealth Management
Colorado
$855K +$45.9K +953 +6%
HWM
277
HB Wealth Management
Georgia
$816K -$10.2K -212 -1%
NA
278
Nautilus Advisors
California
$802K +$21.5K +447 +3%
NL
279
NWAM LLC
Washington
$801K +$9.88K +205 +1%
WN
280
Williams & Novak
California
$798K +$11.3K +234 +1%
TFO
281
Timonier Family Office
North Carolina
$793K +$797K +16,542 New
EWA
282
Elevate Wealth Advisory
Georgia
$786K +$73.7K +1,529 +10%
TC
283
TAGStone Capital
North Carolina
$781K +$116K +2,415 +17%
BRPW
284
Ballast Rock Private Wealth
South Carolina
$778K +$782K +16,229 New
FFWA
285
Forthright Family Wealth Advisory
Texas
$764K
CPA
286
Cardiff Park Advisors
California
$759K +$8.58K +178 +1%
KF
287
Krilogy Financial
Missouri
$732K
NWM
288
Navigoe Wealth Management
California
$723K
HWA
289
HMV Wealth Advisors
Louisiana
$716K +$124K +2,565 +21%
RCAG
290
Rehmann Capital Advisory Group
Michigan
$712K -$28.4K -590 -4%
ATPW
291
Ashton Thomas Private Wealth
Arizona
$709K +$33.7K +699 +5%
HWM
292
HFG Wealth Management
Texas
$705K +$23.4K +485 +3%
MWM
293
Mission Wealth Management
California
$700K +$703K +14,594 New
CL
294
CLG LLC
California
$700K +$25.6K +532 +4%
DFP
295
Donalies Financial Planning
District of Columbia
$699K +$703K +14,583 New
EFG
296
Ethos Financial Group
Pennsylvania
$692K -$30.6K -634 -4%
PFA
297
Pinnacle Family Advisors
Missouri
$689K +$149K +3,089 +27%
TWCA
298
Two West Capital Advisors
Kansas
$686K +$48.7K +1,011 +8%
LEFP
299
Leading Edge Financial Planning
Tennessee
$683K -$21.4K -445 -3%
OMC
300
Old Mission Capital
Illinois
$662K +$665K +13,806 New

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.