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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

339 hedge funds and large institutions have $3.28B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 200 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 70

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

15% more funds holding in top 10

Funds holding in top 10: 66 → 76 (+10)

6% more capital invested

Capital invested by funds: $3.1B → $3.28B (+$179M)

5% more funds holding

Funds holding: 323 → 339 (+16)

6.52% less ownership

Funds ownership: 80.93% → 74.41% (-6.5%)

Holders
339
Holders Change
+16
Holders Change %
+4.95%
% of All Funds
4.55%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.02%
New
38
Increased
200
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
Apella Capital
Connecticut
+$48.3M
2
SC
Savant Capital
Illinois
+$31.1M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$23.9M
4
IA
Integrity Alliance
Iowa
+$21.1M
5
HWM
Hemington Wealth Management
Virginia
+$15M

Top Sellers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
-$192M
2
EFP
Elser Financial Planning
Indiana
-$33.3M
3
CW
Curio Wealth
Maryland
-$25.9M
4
RA
RFG Advisory
Alabama
-$18M
5
FWS
FinDec Wealth Services
California
-$7.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$15.1M +$1.21M +25,527 +9%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$14.5M +$6.34M +134,381 +79%
WA
53
Waverly Advisors
Alabama
$14.5M -$132K -2,802 -0.9%
PCA
54
Prosperity Capital Advisors
Ohio
$14.1M +$1.02M +21,551 +8%
C1AG
55
Client 1st Advisory Group
Florida
$13.8M -$97.7K -2,070 -0.7%
AF
56
Allworth Financial
California
$13.5M +$961K +20,355 +8%
WC
57
Wolfstich Capital
Massachusetts
$13.3M – – –
THL
58
Tillman Hartley LLC
Colorado
$13.1M +$3.18M +67,296 +32%
BWM
59
BCO Wealth Management
New Mexico
$13.1M +$1.02M +21,610 +8%
VAS
60
Vestmark Advisory Solutions
Massachusetts
$13M +$403K +8,532 +3%
BWA
61
BCU Wealth Advisors
Illinois
$12.9M +$542K +11,485 +4%
SHFA
62
SC&H Financial Advisors
Maryland
$12.7M +$634K +13,438 +5%
IA
63
IFP Advisors
Florida
$12.7M -$1.5M -31,742 -11%
PAM
64
Pacific Asset Management
Washington
$12.2M +$1.52M +32,174 +14%
LPL Financial
65
LPL Financial
California
$12.2M +$1.1M +23,215 +10%
OA
66
Oceanside Advisors
South Carolina
$12.2M +$874K +18,501 +8%
ODA
67
One Degree Advisors
California
$12.2M +$177K +3,741 +1%
KWA
68
Kondo Wealth Advisors
California
$11.9M +$880K +18,647 +8%
CA
69
Clune & Associates
Illinois
$11.6M +$1.17M +24,832 +11%
DAS
70
Dynamic Advisor Solutions
Arizona
$11.4M +$151K +3,192 +1%
SIM
71
Studio Investment Management
Illinois
$10.6M +$2.54M +53,825 +32%
Betterment LLC
72
Betterment LLC
New York
$10.4M +$325K +6,880 +3%
DB
73
Dravo Bay
Delaware
$10.3M -$446K -9,442 -4%
FFA
74
Farther Finance Advisors
California
$9.9M +$5.13M +108,651 +109%
GCA
75
Gradient Capital Advisors
California
$9.87M +$951K +20,131 +11%
1 2
3
4 5

DFSD Hedge Fund Activity: Q1 2025 in Review

339 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q1 2025, worth a combined $3.28B — up 5.8% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFSD positions and 20 closed out — a net gain of 18 holders — while 200 added to existing stakes and 70 trimmed.

The largest buyer was Apella Capital, adding an estimated $48.3M. The largest seller was Essential Planning, cutting an estimated $192M.

  • 339 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q1 2025, up from 323 in Q4 2024.
  • Funds reported $3.28B of Dimensional Short-Duration Fixed Income ETF stock for Q1 2025, up 5.8% quarter-over-quarter.
  • 38 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q1 2025 and 20 closed out, a net change of +18 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q1 2025 was Apella Capital, an estimated $48.3M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q1 2025 was Essential Planning, an estimated $192M sold.

Based on aggregated 13F filings for Q1 2025.