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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 %
OFA
51
Onyx Financial Advisors
Idaho
$16.4M -$380K -7,912 -2%
LPL Financial
52
LPL Financial
California
$15.1M +$2.81M +58,461 +23%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$15.1M -$4.83M -100,627 -24%
BWA
54
BCU Wealth Advisors
Illinois
$14.8M +$1.74M +36,302 +13%
BWM
55
BCO Wealth Management
New Mexico
$14.1M +$842K +17,534 +6%
WA
56
Waverly Advisors
Alabama
$14M -$637K -13,259 -4%
C1AG
57
Client 1st Advisory Group
Florida
$13.7M -$212K -4,422 -2%
BMWS
58
Brady Martz Wealth Solutions
North Dakota
$13.7M +$6.22M +129,494 +83%
SHFA
59
SC&H Financial Advisors
Maryland
$13.5M +$604K +12,578 +5%
THL
60
Tillman Hartley LLC
Colorado
$13.1M -$162K -3,382 -1%
ODA
61
One Degree Advisors
California
$13M +$744K +15,491 +6%
CA
62
Clune & Associates
Illinois
$12.9M +$1.11M +23,167 +9%
KWA
63
Kondo Wealth Advisors
California
$12.7M +$680K +14,184 +6%
OA
64
Oceanside Advisors
South Carolina
$12.7M +$359K +7,468 +3%
PAM
65
Pacific Asset Management
Washington
$12.5M +$98.6K +2,054 +0.8%
DAS
66
Dynamic Advisor Solutions
Arizona
$11.9M +$431K +8,984 +4%
WAG
67
Wheelhouse Advisory Group
Missouri
$11.8M +$1.99M +41,517 +20%
Osaic Holdings
68
Osaic Holdings
Arizona
$11.6M -$5.22M -108,737 -31%
SIM
69
Studio Investment Management
Illinois
$11.4M +$684K +14,250 +6%
DB
70
Dravo Bay
Delaware
$10.7M +$116K +2,386 +1%
EA
71
Eclectic Associates
California
$10.4M +$4.04M +84,228 +63%
PHWM
72
Pine Harbor Wealth Management
Maryland
$10.4M +$956K +19,920 +10%
SWM
73
Sterling Wealth Management
Illinois
$10.2M +$10.2M +213,359 New
Betterment LLC
74
Betterment LLC
New York
$10.2M -$314K -6,532 -3%
FFA
75
Farther Finance Advisors
California
$10.2M +$193K +4,011 +2%
1 2
3
4 5