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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
DWS
101
Discipline Wealth Solutions
South Carolina
$10.7M +$596K +12,376 +6%
WRPWM
102
Werba Rubin Papier Wealth Management
California
$10.6M +$8.31M +172,530 +354%
Betterment LLC
103
Betterment LLC
New York
$10.5M +$207K +4,289 +2%
Corient Private Wealth
104
Corient Private Wealth
Florida
$10.5M +$5.74M +119,028 +120%
DI
105
Disciplined Investments
Oklahoma
$10.3M +$986K +20,465 +11%
BHWM
106
Bay Harbor Wealth Management
Maryland
$10M +$315K +6,539 +3%
OCA
107
Optimus Capital Advisors
Texas
$10M +$10.1M +208,688 New
EP
108
Essential Planning
New Hampshire
$9.84M +$2.98M +61,762 +43%
FF
109
Friday Financial
Iowa
$9.59M +$1.77M +36,746 +23%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$9.58M +$571K +11,851 +6%
VBA
111
von Borstel & Associates
Oregon
$9.48M +$546K +11,325 +6%
CSB
112
City State Bank
Iowa
$9.38M +$1.18M +24,397 +14%
YWM
113
Yardley Wealth Management
Pennsylvania
$9.34M +$846K +17,560 +10%
FF
114
Foundry Financial
California
$9M +$9.05M +187,731 New
CCM
115
Cambridge Capital Management
Illinois
$8.99M +$736K +15,275 +9%
PCM
116
Peirce Capital Management
Texas
$8.99M +$453K +9,410 +5%
HWM
117
HBE Wealth Management
Nebraska
$8.83M +$8.87M +184,116 New
FWP
118
Family Wealth Partners
North Carolina
$8.72M +$521K +10,817 +6%
HIG
119
Heritage Investment Group
Florida
$8.45M +$920K +19,094 +12%
EWA
120
EverSource Wealth Advisors
Alabama
$8.29M -$1.03M -21,414 -11%
AIA
121
AssuredPartners Investment Advisors
Florida
$8.19M +$314K +6,508 +4%
DAS
122
Dynamic Advisor Solutions
Arizona
$8.14M -$4.06M -84,288 -33%
W
123
WorthPointe
California
$8.07M +$5.63M +116,777 +226%
CPIG
124
Chicago Partners Investment Group
Illinois
$8.04M +$250K +5,182 +3%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$8.02M +$4.37M +90,670 +118%

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.