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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

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: 82 → 106 (+24)

15% more capital invested

Capital invested by funds: $4.09B → $4.72B (+$624M)

12% more funds holding

Funds holding: 363 → 408 (+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
–

Top Buyers

Rank Fund Capital Flow
1
VT
Vise Technologies
New York
+$80.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$36.6M
3
BPA
Beacon Pointe Advisors
California
+$30.5M
4
RFP
Root Financial Partners
California
+$30.2M
5
AC
Apella Capital
Connecticut
+$24.4M

Top Sellers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
-$189M
2
M1FG
Mach-1 Financial Group
Arkansas
-$10.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$7.98M
4
Citadel Advisors
Citadel Advisors
Florida
-$7.97M
5
BCA
Bay Colony Advisors
Massachusetts
-$5.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
326
Shearwater Capital
Colorado
$407K +$193 +4 +0%
AAM
327
Austin Asset Management
Texas
$407K – – –
SWM
328
Seaside Wealth Management
California
$407K +$6.6K +137 +2%
PWMG
329
Pioneer Wealth Management Group
Texas
$400K +$402K +8,350 New
O3W
330
Omni 360 Wealth
New Jersey
$398K +$7.47K +155 +2%
AWM
331
AE Wealth Management
Kansas
$383K +$131K +2,717 +52%
AC
332
Annandale Capital
Texas
$376K – – –
LFA
333
Lauterbach Financial Advisors
Texas
$369K +$5.4K +112 +1%
CPW
334
Cogent Private Wealth
Florida
$362K +$364K +7,550 New
VFP
335
Verus Financial Partners
Virginia
$354K +$1.16K +24 +0.3%
IAN
336
Integrated Advisors Network
Texas
$352K +$354K +7,341 New
Creative Planning
337
Creative Planning
Kansas
$332K +$333K +6,916 New
WIA
338
World Investment Advisors
California
$312K +$314K +6,510 New
MC
339
Matisse Capital
Oregon
$312K – – –
CSPIA
340
Cary Street Partners Investment Advisory
Virginia
$305K +$307K +6,371 New
SCA
341
Strathmore Capital Advisors
North Carolina
$304K +$76.9K +1,596 +34%
AHL
342
Abel Hall LLC
Louisiana
$298K +$2.27K +47 +0.8%
Morgan Stanley
343
Morgan Stanley
New York
$298K +$88.5K +1,836 +42%
VWM
344
Vermillion Wealth Management
Minnesota
$293K +$4.72K +98 +2%
PL
345
Plancorp LLC
Missouri
$292K +$3.85K +80 +1%
SOS
346
Silver Oak Securities
Tennessee
$288K +$13.1K +271 +5%
JC
347
JM2 Capital
Oklahoma
$286K +$288K +5,970 New
EWA
348
EP Wealth Advisors
California
$283K +$284K +5,894 New
CF
349
Claris Financial
Virginia
$282K +$284K +5,886 New
LCWP
350
Legacy Capital Wealth Partners
Arkansas
$268K -$102K -2,122 -28%
12 13
14
15 16

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.