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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
LG
351
LAM Group
Oregon
$267K -$108K -2,250 -29%
IFG
352
Independent Financial Group
California
$257K +$258K +5,361 New
CWM
353
Capstone Wealth Management
Montana
$256K +$257K +5,328 New
BIG
354
Builder Investment Group
Georgia
$254K -$4.72K -98 -2%
PFPG
355
Pinnacle Financial Partners (Georgia)
Georgia
$254K +$255K +5,300 New
MA
356
Mutual Advisors
Nebraska
$253K +$675 +14 +0.3%
SFS
357
Security Financial Services
Indiana
$250K +$12.4K +258 +5%
KFG
358
Kelly Financial Group
Connecticut
$246K -$5.69K -118 -2%
IAG
359
Investmark Advisory Group
Connecticut
$243K +$244K +5,063 New
BNA
360
BankChampaign National Association
Illinois
$243K +$964 +20 New
CAM
361
Concorde Asset Management
Michigan
$239K -$33.2K -688 -12%
AAP
362
Arax Advisory Partners
Colorado
$238K +$239K +4,955 New
MFG
363
Merit Financial Group
Georgia
$235K +$15.4K +320 +7%
RF
364
rebel Financial
Ohio
$233K +$235K +4,869 New
AFP
365
ATLas Financial Planning
Georgia
$233K +$234K +4,850 New
FWS
366
FinDec Wealth Services
California
$232K -$12.9K -267 -5%
MT
367
Midwest Trust
Kansas
$216K +$2.27K +47 +1%
TWM
368
TCFG Wealth Management
California
$214K – – –
IAG
369
Investment Advisory Group
Massachusetts
$209K – – –
AF
370
Advisornet Financial
Minnesota
$206K +$72.9K +1,512 +54%
PFGIA
371
Patriot Financial Group Insurance Agency
Massachusetts
$206K – – –
2L
372
25 LLC
Missouri
$206K +$207K +4,287 New
MEG
373
Millstone Evans Group
Colorado
$187K -$20.4K -424 -10%
PS
374
Pinney & Scofield
Massachusetts
$185K +$6.89K +143 +4%
CTC
375
Central Trust Company
Missouri
$180K – – –
13 14
15
16 17

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.