DFSD icon

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
4.64%
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 %
AWMNY
126
Arcadia Wealth Management (New York)
New York
$4.8M 100,006 +11,490 +13%
BCI
127
Brinker Capital Investments
Pennsylvania
$4.76M 99,085 +17,608 +22%
BI
128
Binnacle Investments
Iowa
$4.76M 99,067 +6,188 +7%
BCA
129
Bay Colony Advisors
Massachusetts
$4.65M 96,894 +47,277 +95%
Corient Private Wealth
130
Corient Private Wealth
Florida
$4.64M 96,715 -51,144 -35%
DWA
131
Delap Wealth Advisory
Oregon
$4.44M 92,577 +17,326 +23%
BPA
132
Beacon Pointe Advisors
California
$4.38M 91,243 +14,968 +20%
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$4.36M 90,786 +10,151 +13%
WWWM
134
White Wing Wealth Management
Texas
$4.33M 90,129 -5,132 -5%
MWA
135
Mills Wealth Advisors
Texas
$4.27M 88,974 +48,551 +120%
GLLW
136
Graves Light Lenhart Wealth
Virginia
$4.11M 85,709 -293 -0.3%
BWA
137
Babb Wealth Advisors
Arizona
$4.03M 83,916 +1,236 +1%
DWM
138
Diversify Wealth Management
Utah
$3.97M 82,363 -1,848 -2%
PWM
139
Parkworth Wealth Management
California
$3.92M 81,610 +1,548 +2%
KIM
140
Kestra Investment Management
Texas
$3.83M 80,093 +55,603 +227%
GVAG
141
Great Valley Advisor Group
Delaware
$3.82M 79,588 +39,348 +98%
Jane Street
142
Jane Street
New York
$3.76M 78,326 -62,552 -44%
SFP
143
SwitchPoint Financial Planning
Utah
$3.75M 78,049 +1,841 +2%
SIM
144
Stratos Investment Management
Ohio
$3.72M 77,383 +77,383 New
PP
145
PrairieView Partners
Minnesota
$3.64M 75,908 +5,834 +8%
RA
146
RFG Advisory
Alabama
$3.64M 75,782 -21,112 -22%
LOPW
147
Live Oak Private Wealth
North Carolina
$3.56M 74,162 +35,682 +93%
AWA
148
Acorn Wealth Advisors
Michigan
$3.5M 72,832 -1,470 -2%
HNWA
149
Henrickson Nauta Wealth Advisors
Michigan
$3.46M 72,088 -2,999 -4%
XPN
150
XY Planning Network
Montana
$3.33M 69,337 +17,758 +34%
4 5
6
7 8