DFSD icon

Dimensional Short-Duration Fixed Income ETF

338 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, 199 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
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
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
76
Wheelhouse Advisory Group
Missouri
$9.71M
PHWM
77
Pine Harbor Wealth Management
Maryland
$9.36M
YWM
78
Yardley Wealth Management
Pennsylvania
$8.8M
RFP
79
RCS Financial Planning
Maryland
$8.78M
SRWM
80
Shira Ridge Wealth Management
California
$8.39M
BHWM
81
Bay Harbor Wealth Management
Maryland
$8.23M
PCM
82
Peirce Capital Management
Texas
$8.21M
PCM
83
Passive Capital Management
Maryland
$8.1M
SPIA
84
Steward Partners Investment Advisory
New York
$8.03M
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$7.92M
CWP
86
Concord Wealth Partners
Virginia
$7.83M
VBA
87
von Borstel & Associates
Oregon
$7.67M
CAM
88
CPA Asset Management
Florida
$7.54M
BMWS
89
Brady Martz Wealth Solutions
North Dakota
$7.42M
FWP
90
Family Wealth Partners
North Carolina
$7.27M
TIAM2
91
Tru Independence Asset Management 2
Oregon
$7.14M
CPIG
92
Chicago Partners Investment Group
Illinois
$7.08M
Corient Private Wealth
93
Corient Private Wealth
Florida
$7.03M
PFA
94
Pure Financial Advisors
California
$6.9M
AIA
95
AssuredPartners Investment Advisors
Florida
$6.88M
TIM
96
Tortoise Investment Management
New York
$6.87M
AC
97
AWM Capital
Arizona
$6.85M
CSB
98
City State Bank
Iowa
$6.83M
CIAS
99
CFS Investment Advisory Services
New Jersey
$6.72M
HIG
100
Heritage Investment Group
Florida
$6.71M