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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 %
FF
101
Friday Financial
Iowa
$7.02M 146,213 +11,052 +8%
HIG
102
Heritage Investment Group
Florida
$6.9M 143,670 +2,533 +2%
CSB
103
City State Bank
Iowa
$6.74M 140,441 -3,200 -2%
CIAS
104
CFS Investment Advisory Services
New Jersey
$6.72M 140,038 -1,489 -1%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$6.72M 139,889 -164,719 -54%
Truist Financial
106
Truist Financial
North Carolina
$6.59M 137,281 +3,104 +2%
NRW
107
Nova R Wealth
Kansas
$6.59M 137,161 +5,465 +4%
VPF
108
Vantage Point Financial
Illinois
$6.46M 134,630 +7,067 +6%
TIAM2
109
Tru Independence Asset Management 2
Oregon
$6.46M 134,581 -15,726 -10%
PF
110
Parker Financial
Washington
$6.34M 132,101 +11,612 +10%
PWM
111
PBMares Wealth Management
Virginia
$6.3M 131,198 +94,636 +259%
VWWMG
112
Vermillion & White Wealth Management Group
Pennsylvania
$6.13M 127,592 +188 +0.1%
BOC
113
Blue Oak Capital
California
$6.11M 127,165 +21,426 +20%
NDWM
114
New Dimensions Wealth Management
Texas
$5.97M 123,815 +1,901 +2%
KA
115
Kooman & Associates
Pennsylvania
$5.7M 118,755 -6,413 -5%
Envestnet Portfolio Solutions
116
Envestnet Portfolio Solutions
Illinois
$5.52M 115,006 +34,892 +44%
TIM
117
Tortoise Investment Management
New York
$5.3M 110,298 -34,276 -24%
EP
118
Essential Planning
New Hampshire
$5.28M 109,915 +14,791 +16%
LWM
119
Lakeridge Wealth Management
Ohio
$5.23M 108,856 -680 -0.6%
KFGG
120
Keystone Financial Group (Georgia)
Georgia
$5.15M 107,297 +26,485 +33%
BH
121
Burk Holdings
Oklahoma
$5.06M 105,407 +24,971 +31%
SIMC
122
Squire Investment Management Company
Utah
$5.05M 105,288 -1,797 -2%
CW
123
CreativeOne Wealth
Kansas
$5.05M 105,237 +4,162 +4%
FWM
124
FMB Wealth Management
California
$4.95M 103,006 +4,980 +5%
PAG
125
Private Advisor Group
New Jersey
$4.93M 102,700 +10,926 +12%
3 4
5
6 7