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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
CW
26
Curio Wealth
Maryland
$44.6M +$5.72M +118,680 +15%
5NPW
27
55 North Private Wealth
Florida
$41.5M +$41.7M +865,677 New
BPA
28
Beacon Pointe Advisors
California
$40.9M +$30.5M +632,810 +287%
FPI
29
Financial Plan Inc
Washington
$37.4M +$37.6M +780,212 New
PAS
30
Park Avenue Securities
New York
$37.2M +$1.82M +37,780 +5%
W
31
Wealthquest
Ohio
$35.1M +$3.66M +76,030 +12%
SRCM
32
Signature Resources Capital Management
California
$32.7M +$3.28M +68,016 +11%
MPW
33
MASECO Private Wealth
$31.1M +$1.3M +26,884 +4%
MWM
34
Mattern Wealth Management
Kansas
$28.5M +$1.6M +33,150 +6%
GOCP
35
Great Oak Capital Partners
Massachusetts
$27.8M +$5.16M +107,014 +23%
Bank of America
36
Bank of America
North Carolina
$27.6M +$4.4M +91,295 +19%
KSWWM
37
Keyes Stange & Wooten Wealth Management
Florida
$26.3M +$1.26M +26,089 +5%
VWA
38
Valued Wealth Advisors
Utah
$26.2M +$971K +20,149 +4%
EA
39
Eclectic Associates
California
$26.1M +$7.82M +162,357 +43%
GFA
40
Grunden Financial Advisory
Texas
$24.7M +$83.9K +1,741 +0.3%
SWA
41
Sterling Wealth Advisors
Florida
$23.9M -$958K -19,877 -4%
NWM
42
Northwest Wealth Management
Iowa
$23M +$3.6M +74,687 +18%
JTWM
43
Jackson Thornton Wealth Management
Alabama
$22.8M +$1.2M +24,875 +6%
AFGAS
44
Allegiance Financial Group Advisory Services
Virginia
$22.2M +$1.5M +31,073 +7%
WAG
45
Wheelhouse Advisory Group
Missouri
$22.2M +$6.58M +136,492 +42%
WC
46
Wolfstich Capital
Massachusetts
$22M +$22.1M +458,208 New
LFGO
47
Legacy Financial Group (Oklahoma)
Oklahoma
$21.8M +$1.45M +30,102 +7%
SIC
48
SJS Investment Consulting
Ohio
$21.2M +$1.66M +34,544 +8%
VF
49
Vestment Financial
Minnesota
$21M +$2.19M +45,438 +12%
SHFA
50
SC&H Financial Advisors
Maryland
$20.4M +$5.22M +108,378 +34%
1
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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.