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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 %
CWP
76
Concord Wealth Partners
Virginia
$10.1M 210,743 +45,982 +28%
CAMV
77
Concord Asset Management (Virginia)
Virginia
$10.1M 210,743 +210,743 New
GCA
78
Gradient Capital Advisors
California
$9.8M 204,171 -3,426 -2%
PCM
79
Passive Capital Management
Maryland
$9.1M 189,672 +19,316 +11%
AF
80
Allworth Financial
California
$9.08M 189,225 -94,354 -33%
SPIA
81
Steward Partners Investment Advisory
New York
$9.07M 188,990 +20,062 +12%
YWM
82
Yardley Wealth Management
Pennsylvania
$8.92M 185,796 +640 +0.3%
BHWM
83
Bay Harbor Wealth Management
Maryland
$8.64M 179,989 +6,821 +4%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$8.33M 173,709 +7,000 +4%
SRWM
85
Shira Ridge Wealth Management
California
$8.05M 167,760 -8,833 -5%
PCM
86
Peirce Capital Management
Texas
$7.92M 164,954 -7,714 -4%
CAM
87
CPA Asset Management
Florida
$7.92M 164,909 +6,167 +4%
VBA
88
von Borstel & Associates
Oregon
$7.92M 164,361 +2,967 +2%
RFP
89
RCS Financial Planning
Maryland
$7.82M 162,919 -21,908 -12%
FWP
90
Family Wealth Partners
North Carolina
$7.79M 162,174 +9,208 +6%
CCM
91
Cambridge Capital Management
Illinois
$7.69M 160,230 +128,365 +403%
AC
92
AWM Capital
Arizona
$7.57M 157,584 +13,439 +9%
CPIG
93
Chicago Partners Investment Group
Illinois
$7.49M 156,277 +7,651 +5%
PFA
94
Pure Financial Advisors
California
$7.46M 155,482 +10,222 +7%
EWA
95
EverSource Wealth Advisors
Alabama
$7.45M 155,266 +121,812 +364%
PWM
96
Parkshore Wealth Management
California
$7.45M 155,234 +48,756 +46%
AIA
97
AssuredPartners Investment Advisors
Florida
$7.36M 153,217 +8,407 +6%
DI
98
Disciplined Investments
Oklahoma
$7.29M 151,836 +41,508 +38%
BC
99
Burney Company
Virginia
$7.18M 149,506 +38,369 +35%
CM
100
Cornerstone Management
Georgia
$7.13M 148,489 +42,982 +41%
2 3
4
5 6