We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF

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: 82106 (+24)

15% more capital invested

Capital invested by funds: $4.09B → $4.72B (+$624M)

12% more funds holding

Funds holding: 363408 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GWMT
51
Guardian Wealth Management (Tennessee)
Tennessee
$19.5M +$19.6M +406,426 New
IA
52
Integrity Alliance
Iowa
$19.1M -$1.76M -36,555 -8%
SF
53
SageOak Financial
Oklahoma
$19M +$681K +14,135 +4%
VP
54
Verisail Partners
Georgia
$18.8M +$832K +17,271 +5%
THL
55
Tillman Hartley LLC
Colorado
$17.7M +$2.72M +56,405 +18%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$17.6M +$1.02M +21,122 +6%
OFA
57
Onyx Financial Advisors
Idaho
$17.6M +$951K +19,733 +6%
Osaic Holdings
58
Osaic Holdings
Arizona
$17.5M +$1.03M +21,361 +6%
NRW
59
Nova R Wealth
Kansas
$17.4M +$2.79M +57,916 +19%
CWP
60
Cornerstone Wealth Partners
Michigan
$17.4M +$17.5M +362,878 New
BWA
61
BCU Wealth Advisors
Illinois
$17.3M +$1.2M +24,875 +7%
ACM
62
AlphaStar Capital Management
North Carolina
$17.2M +$7.17M +148,812 +71%
VAS
63
Vestmark Advisory Solutions
Massachusetts
$17.2M +$2.23M +46,283 +15%
LPL Financial
64
LPL Financial
California
$17.1M +$1.03M +21,312 +6%
TAWM
65
Three Arch Wealth Management
California
$17M +$17.1M +354,946 New
FFA
66
Farther Finance Advisors
California
$16.6M +$4.36M +90,535 +35%
AC
67
AWM Capital
Arizona
$16.5M +$1.55M +32,146 +10%
BWM
68
BCO Wealth Management
New Mexico
$16.4M +$2.28M +47,301 +16%
PAM
69
Pacific Asset Management
Washington
$16.3M +$2.59M +53,706 +19%
SWM
70
Sterling Wealth Management
Illinois
$16.2M +$3.53M +73,220 +28%
BMWS
71
Brady Martz Wealth Solutions
North Dakota
$15.5M +$1.14M +23,709 +8%
ODA
72
One Degree Advisors
California
$15.4M +$503K +10,440 +3%
PHWM
73
Pine Harbor Wealth Management
Maryland
$15.3M +$2.58M +53,453 +20%
CA
74
Clune & Associates
Illinois
$15M +$1.6M +33,233 +12%
SIM
75
Studio Investment Management
Illinois
$14.7M +$1.72M +35,616 +13%

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.