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Dimensional Short-Duration Fixed Income ETF
DFSD

Overview Fund Activity

348 hedge funds and large institutions have $3.58B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+10
Holders Change %
+2.96%
% of All Funds
4.67%
Holding in Top 10
76
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.02%
New
32
Increased
188
Reduced
98
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
Curio Wealth
Maryland
$36.5M
2
AC
2
Apella Capital
Connecticut
$163M
3
SC
3
Savant Capital
Illinois
$176M
4
W
4
Wealthquest
Ohio
$29.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$93.1M

Top Sellers

1
HFA
1
Hippocratic Financial Advisors
California
$2.99M
2
PCA
2
Prosperity Capital Advisors
Ohio
$0
3
WC
3
Wolfstich Capital
Massachusetts
$0
4
IA
4
IFP Advisors
Florida
$2.06M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$6.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
26
Wealthquest
Ohio
$29.1M +$29.1M +605,612 New
SRCM
27
Signature Resources Capital Management
California
$27.8M +$11.8M +246,562 +74%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$27.5M +$14.4M +300,520 +110%
HWM
29
Hemington Wealth Management
Virginia
$27.3M +$525K +10,931 +2%
MPW
30
MASECO Private Wealth
$27.1M +$27.1M +564,786 New
MWM
31
Mattern Wealth Management
Kansas
$26.6M -$1.2M -25,029 -4%
SWA
32
Sterling Wealth Advisors
Florida
$24.8M -$316K -6,601 -1%
KSWWM
33
Keyes Stange & Wooten Wealth Management
Florida
$24.1M -$265K -5,524 -1%
GFA
34
Grunden Financial Advisory
Texas
$23.9M -$30.5K -635 -0.1%
VWA
35
Valued Wealth Advisors
Utah
$23.1M +$2.46M +51,272 +12%
SWA
36
Sax Wealth Advisors
New Jersey
$23M +$4.15M +86,456 +22%
GOCP
37
Great Oak Capital Partners
Massachusetts
$22.2M +$724K +15,109 +3%
Bank of America
38
Bank of America
North Carolina
$20.5M +$6K +125 +0%
IA
39
Integrity Alliance
Iowa
$20.4M -$1.02M -21,173 -5%
JTWM
40
Jackson Thornton Wealth Management
Alabama
$19.8M +$943K +19,688 +5%
LFGO
41
Legacy Financial Group (Oklahoma)
Oklahoma
$19.8M +$975K +20,298 +5%
NWM
42
Northwest Wealth Management
Iowa
$18.2M +$1.44M +30,002 +9%
IWC
43
Integrated Wealth Concepts
Massachusetts
$18M +$2.76M +57,556 +18%
AFGAS
44
Allegiance Financial Group Advisory Services
Virginia
$18M +$1.08M +22,530 +6%
SIC
45
SJS Investment Consulting
Ohio
$17.9M +$560K +11,666 +3%
VP
46
Verisail Partners
Georgia
$17.7M +$14.9K +311 +0.1%
DWM
47
David Wealth Management
Virginia
$17.3M +$590K +12,293 +4%
VF
48
Vestment Financial
Minnesota
$17M +$1.12M +23,372 +7%
SF
49
SageOak Financial
Oklahoma
$17M -$1.17M -24,341 -6%
Citadel Advisors
50
Citadel Advisors
Florida
$16.4M +$10.8M +225,002 +191%
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