DFSD icon

Dimensional Short-Duration Fixed Income ETF

399 hedge funds and large institutions have $4.7B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 231 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
EC
301
Eaton-Cambridge
Arizona
$610K
DFS
302
Dixon Fnancial Services
California
$600K
SI
303
Stirlingshire Investments
New York
$585K
TWP
304
Triad Wealth Partners
Kansas
$573K
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$554K
VFG
306
Victory Financial Group
Texas
$527K
FFM
307
Forum Financial Management
Illinois
$527K
RLIM
308
Red Lighthouse Investment Management
New York
$527K
SA
309
Stewardship Advisors
Pennsylvania
$523K
CSW
310
Cogent Strategic Wealth
Illinois
$521K
WCM
311
Warburton Capital Management
Oklahoma
$521K
GJIA
312
Glass Jacobson Investment Advisors
Maryland
$520K
TWM
313
Tanager Wealth Management
United Kingdom
$515K
CWM
314
Core Wealth Management
Florida
$504K
VWA
315
Vistica Wealth Advisors
California
$499K
HKIMG
316
Hutchens & Kramer Investment Management Group
Indiana
$481K
TAM
317
Titleist Asset Management
Texas
$475K
SWGC
318
Summit Wealth Group (Colorado)
Colorado
$437K
MWM
319
McCartney Wealth Management
Missouri
$424K
OP
320
Oath Planning
Oklahoma
$417K
MW
321
Marrick Wealth
California
$414K
SC
322
Shearwater Capital
Colorado
$407K
AAM
323
Austin Asset Management
Texas
$407K
SWM
324
Seaside Wealth Management
California
$407K
PWMG
325
Pioneer Wealth Management Group
Texas
$400K