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Dimensional Short-Duration Fixed Income ETF
DFSD

Overview Fund Activity

346 hedge funds and large institutions have $3.46B 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, 97 reducing their positions, and 19 closing their positions.

Holders
346
Holders Change
+8
Holders Change %
+2.37%
% of All Funds
4.65%
Holding in Top 10
75
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.32%
% of All Funds
1.01%
New
32
Increased
188
Reduced
97
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
MPW
5
MASECO Private Wealth
$27.1M

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 Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
51
LPL Financial
California
$15.1M 314,963 +58,461 +23%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$15.1M 314,651 -100,627 -24%
BWA
53
BCU Wealth Advisors
Illinois
$14.8M 307,781 +36,302 +13%
BWM
54
BCO Wealth Management
New Mexico
$14.1M 293,785 +17,534 +6%
WA
55
Waverly Advisors
Alabama
$14M 290,834 -13,259 -4%
C1AG
56
Client 1st Advisory Group
Florida
$13.7M 285,866 -4,422 -2%
BMWS
57
Brady Martz Wealth Solutions
North Dakota
$13.7M 285,564 +129,494 +83%
SHFA
58
SC&H Financial Advisors
Maryland
$13.5M 280,649 +12,578 +5%
THL
59
Tillman Hartley LLC
Colorado
$13.1M 272,942 -3,382 -1%
ODA
60
One Degree Advisors
California
$13M 271,412 +15,491 +6%
CA
61
Clune & Associates
Illinois
$12.9M 268,192 +23,167 +9%
KWA
62
Kondo Wealth Advisors
California
$12.7M 264,427 +14,184 +6%
OA
63
Oceanside Advisors
South Carolina
$12.7M 263,924 +7,468 +3%
PAM
64
Pacific Asset Management
Washington
$12.5M 259,549 +2,054 +0.8%
DAS
65
Dynamic Advisor Solutions
Arizona
$11.9M 248,180 +8,984 +4%
WAG
66
Wheelhouse Advisory Group
Missouri
$11.8M 245,823 +41,517 +20%
Osaic Holdings
67
Osaic Holdings
Arizona
$11.6M 242,127 -108,737 -31%
SIM
68
Studio Investment Management
Illinois
$11.4M 236,529 +14,250 +6%
DB
69
Dravo Bay
Delaware
$10.7M 218,777 +2,386 +1%
EA
70
Eclectic Associates
California
$10.4M 217,398 +84,228 +63%
PHWM
71
Pine Harbor Wealth Management
Maryland
$10.4M 216,923 +19,920 +10%
SWM
72
Sterling Wealth Management
Illinois
$10.2M 213,359 +213,359 New
Betterment LLC
73
Betterment LLC
New York
$10.2M 212,187 -6,532 -3%
FFA
74
Farther Finance Advisors
California
$10.2M 212,183 +4,011 +2%
Renaissance Technologies
75
Renaissance Technologies
New York
$10.2M 212,121 -153,779 -42%
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