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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
GM
301
GeoWealth Management
Illinois
$658K +$317K +6,576 +92%
SPWM
302
Straight Path Wealth Management
Michigan
$642K -$7.23K -150 -1%
FS
303
Financial Symmetry
North Carolina
$633K -$5.45K -113 -0.8%
AIM
304
Advyzon Investment Management
Illinois
$631K +$169K +3,498 +36%
EC
305
Eaton-Cambridge
Arizona
$610K -$669K -13,889 -52%
DFS
306
Dixon Fnancial Services
California
$600K +$105K +2,170 +21%
SI
307
Stirlingshire Investments
New York
$585K +$588K +12,206 New
TWP
308
Triad Wealth Partners
Kansas
$573K +$128K +2,661 +29%
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$554K +$296K +6,135 +113%
VFG
310
Victory Financial Group
Texas
$527K +$530K +10,996 New
FFM
311
Forum Financial Management
Illinois
$527K -$156K -3,238 -23%
RLIM
312
Red Lighthouse Investment Management
New York
$527K +$494K +10,253 +1,406%
SA
313
Stewardship Advisors
Pennsylvania
$523K +$8.77K +182 +2%
CSW
314
Cogent Strategic Wealth
Illinois
$521K +$523K +10,851 New
WCM
315
Warburton Capital Management
Oklahoma
$521K +$53.4K +1,109 +11%
GJIA
316
Glass Jacobson Investment Advisors
Maryland
$520K -$101K -2,098 -16%
TWM
317
Tanager Wealth Management
United Kingdom
$515K +$80.4K +1,669 +18%
CWM
318
Core Wealth Management
Florida
$504K -$48K -995 -9%
VWA
319
Vistica Wealth Advisors
California
$499K +$501K +10,400 New
HKIMG
320
Hutchens & Kramer Investment Management Group
Indiana
$481K -$555K -11,524 -53%
TAM
321
Titleist Asset Management
Texas
$475K -$14K -291 -3%
SWGC
322
Summit Wealth Group (Colorado)
Colorado
$437K +$440K +9,120 New
MWM
323
McCartney Wealth Management
Missouri
$424K +$426K +8,838 New
OP
324
Oath Planning
Oklahoma
$417K +$419K +8,704 New
MW
325
Marrick Wealth
California
$414K +$417K +8,644 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.