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DFSD

Dimensional Short-Duration Fixed Income ETF

362 hedge funds and large institutions have $4.09B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 230 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 73

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $3.6B → $4.09B (+$488M)

7% more funds holding in top 10

Funds holding in top 10: 7681 (+5)

3% more funds holding

Funds holding: 351362 (+11)

2.51% more ownership

Funds ownership: 75.26%77.77% (+2.5%)

Holders
362
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
4.75%
Holding in Top 10
81
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.58%
% of All Funds
1.06%
New
33
Increased
230
Reduced
73
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
CoreCap Advisors
Michigan
$16.6K
SWP
352
Strategic Wealth Partners
Ohio
$15.2K +$15.2K +315 New
RWM
353
Rialto Wealth Management
New York
$15.2K -$11.4K -237 -43%
HWA
354
HHM Wealth Advisors
Tennessee
$15.2K +$15.2K +315 New
CFG
355
Chapman Financial Group
Hawaii
$12.9K +$12.8K +267 New
NC
356
North Capital
Utah
$6.89K +$48 +1 +0.7%
NRG
357
Nemes Rush Group
Michigan
$6.16K +$96 +2 +2%
CMBA
358
C.M. Bidwell & Associates
Hawaii
$5.45K
BGWM
359
Bridge Generations Wealth Management
Florida
$2.56K
UBS Group
360
UBS Group
Switzerland
$2.17K +$2.17K +45 New
LBC
361
Lowe Brockenbrough & Co
Virginia
$77
FM
362
Family Management
New York
$48 +$48 +1 New
S
363
SignatureFD
Georgia
$43
CAMV
364
Concord Asset Management (Virginia)
Virginia
-$10.1M -210,743 Closed
Jane Street
365
Jane Street
New York
-$3.76M -78,326 Closed
Thrivent Financial for Lutherans
366
Thrivent Financial for Lutherans
Minnesota
-$2.22M -46,331 Closed
BWG
367
Beta Wealth Group
California
-$1.39M -28,860 Closed
HW
368
Hancock Whitney
Mississippi
-$1.07M -22,363 Closed
SWGC
369
Summit Wealth Group (Colorado)
Colorado
-$468K -9,741 Closed
MSFS
370
Main Street Financial Solutions
Pennsylvania
-$320K -6,665 Closed
ETC
371
Exchange Traded Concepts
Oklahoma
-$279K -5,815 Closed
BIG
372
Brookwood Investment Group
Arizona
-$270K -5,625 Closed
AAP
373
Arax Advisory Partners
Colorado
-$238K -4,955 Closed
XT
374
XTX Topco
Cayman Islands
-$210K -4,383 Closed
RWS
375
Retirement Wealth Solutions
Wisconsin
-$44.6K -930 Closed