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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
NA
376
NewEdge Advisors
Louisiana
$173K +$1.21K +25 +0.7%
RL
377
Rogco LP
Oklahoma
$166K +$167K +3,468 New
GCM
378
Gunpowder Capital Management
Maryland
$161K +$162K +3,360 New
LFG
379
Larson Financial Group
Missouri
$160K – – –
Comerica Bank
380
Comerica Bank
Texas
$154K +$15.1K +314 +11%
ACA
381
Aptus Capital Advisors
Alabama
$110K +$1.64K +34 +2%
National Bank of Canada
382
National Bank of Canada
Quebec, Canada
$105K – – –
MAS
383
MPWM Advisory Solutions
Georgia
$94.6K – – –
OC
384
Oakworth Capital
Alabama
$90.8K – – –
PWA
385
Physician Wealth Advisors
Utah
$85.1K +$386 +8 +0.5%
TCM
386
Tradewinds Capital Management
Washington
$81.3K +$81.7K +1,695 New
GRP
387
Global Retirement Partners
California
$64.3K -$16.9K -350 -21%
KG
388
Kilter Group
New York
$54.2K -$337 -7 -0.6%
VWA
389
VSM Wealth Advisory
Maryland
$50K +$50.2K +1,042 New
PA
390
Parallel Advisors
California
$41.2K – – –
RF
391
Rossby Financial
Florida
$39.2K – – –
Rockefeller Capital Management
392
Rockefeller Capital Management
New York
$36K -$5.78K -120 -14%
BTI
393
Blue Trust Inc
Georgia
$35.5K – – –
MFT
394
Moisand Fitzgerald Tamayo
Florida
$35.4K +$578 +12 +2%
MWA
395
Medallion Wealth Advisors
Connecticut
$33.9K +$145 +3 +0.4%
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$33.1K +$241 +5 +0.7%
MG
397
MilWealth Group
Wisconsin
$27.9K – – –
DF
398
DecisionPoint Financial
Arizona
$23.3K – – –
WG
399
Wellington Group
Indiana
$20.5K +$20.6K +427 New
OCM
400
Orion Capital Management
California
$19.9K – – –
14 15
16
17 18

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.