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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

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: 82 → 106 (+24)

15% more capital invested

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

12% more funds holding

Funds holding: 363 → 408 (+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
–

Top Buyers

Rank Fund Capital Flow
1
VT
Vise Technologies
New York
+$80.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$36.6M
3
BPA
Beacon Pointe Advisors
California
+$30.5M
4
RFP
Root Financial Partners
California
+$30.2M
5
AC
Apella Capital
Connecticut
+$24.4M

Top Sellers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
-$189M
2
M1FG
Mach-1 Financial Group
Arkansas
-$10.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$7.98M
4
Citadel Advisors
Citadel Advisors
Florida
-$7.97M
5
BCA
Bay Colony Advisors
Massachusetts
-$5.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
76
Kondo Wealth Advisors
California
$14.3M +$917K +19,037 +7%
LWM
77
Liberty Wealth Management
California
$14.1M +$14.2M +294,976 New
C1AG
78
Client 1st Advisory Group
Florida
$14.1M +$155K +3,217 +1%
PCA
79
Prosperity Capital Advisors
Ohio
$13.6M -$1.9M -39,347 -12%
CAM
80
CPA Asset Management
Florida
$13.6M +$4.88M +101,300 +56%
OA
81
Oceanside Advisors
South Carolina
$13.3M +$82.9K +1,720 +0.6%
WA
82
Waverly Advisors
Alabama
$13.3M -$114K -2,359 -0.8%
DB
83
Dravo Bay
Delaware
$13.2M +$1.43M +29,713 +12%
SWA
84
Sax Wealth Advisors
New Jersey
$13.2M -$3.7M -76,807 -22%
IWC
85
Integrated Wealth Concepts
Massachusetts
$12.8M +$1.17M +24,251 +10%
SIM
86
Stratos Investment Management
Ohio
$12.8M +$477K +9,897 +4%
JWM
87
Johnson Wealth Management
North Dakota
$12.5M +$12.6M +260,538 New
AF
88
Allworth Financial
California
$12.5M +$1.15M +23,957 +10%
CM
89
Cornerstone Management
Georgia
$12.1M +$1.99M +41,222 +20%
TM
90
Torren Management
California
$12M +$12.1M +250,470 New
SRWM
91
Shira Ridge Wealth Management
California
$11.7M +$3.23M +66,924 +38%
Truist Financial
92
Truist Financial
North Carolina
$11.5M +$4.99M +103,612 +76%
PWP
93
Parkwoods Wealth Partners
New York
$11.4M +$6.81M +141,406 +146%
IAS
94
Integrity Advisory Solutions
Texas
$11.3M +$1.03M +21,374 +10%
CWP
95
Concord Wealth Partners
Virginia
$11.2M +$950K +19,720 +9%
PCM
96
Passive Capital Management
Maryland
$11.1M +$1.34M +27,716 +14%
Raymond James Financial
97
Raymond James Financial
Florida
$11.1M +$8.2M +170,193 +275%
PWM
98
Parkshore Wealth Management
California
$11.1M +$1.68M +34,828 +18%
GCA
99
Gradient Capital Advisors
California
$10.8M +$96.7K +2,006 +0.9%
SPIA
100
Steward Partners Investment Advisory
New York
$10.8M +$521K +10,820 +5%
2 3
4
5 6

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.