DFSD icon

Dimensional Short-Duration Fixed Income ETF

350 hedge funds and large institutions have $3.61B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$36.5M
2 +$33.6M
3 +$30.1M
4
W
Wealthquest
Ohio
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.1M

Top Sellers

1 -$22.2M
2 -$13.3M
3 -$10.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$16.4M
OFA
52
Onyx Financial Advisors
Idaho
$16.4M
LPL Financial
53
LPL Financial
California
$15.1M
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$15.1M
BWA
55
BCU Wealth Advisors
Illinois
$14.8M
PCA
56
Prosperity Capital Advisors
Ohio
$14.6M
BWM
57
BCO Wealth Management
New Mexico
$14.1M
WA
58
Waverly Advisors
Alabama
$14M
C1AG
59
Client 1st Advisory Group
Florida
$13.7M
BMWS
60
Brady Martz Wealth Solutions
North Dakota
$13.7M
SHFA
61
SC&H Financial Advisors
Maryland
$13.5M
THL
62
Tillman Hartley LLC
Colorado
$13.1M
ODA
63
One Degree Advisors
California
$13M
CA
64
Clune & Associates
Illinois
$12.9M
KWA
65
Kondo Wealth Advisors
California
$12.7M
OA
66
Oceanside Advisors
South Carolina
$12.7M
PAM
67
Pacific Asset Management
Washington
$12.5M
DAS
68
Dynamic Advisor Solutions
Arizona
$11.9M
WAG
69
Wheelhouse Advisory Group
Missouri
$11.8M
SIM
70
Studio Investment Management
Illinois
$11.4M
DB
71
Dravo Bay
Delaware
$10.7M
EA
72
Eclectic Associates
California
$10.4M
PHWM
73
Pine Harbor Wealth Management
Maryland
$10.4M
SWM
74
Sterling Wealth Management
Illinois
$10.2M
Betterment LLC
75
Betterment LLC
New York
$10.2M