DFSD icon

Dimensional Short-Duration Fixed Income ETF

349 hedge funds and large institutions have $3.59B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 189 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
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

Top Buyers

1 +$36.5M
2 +$33.6M
3 +$30.1M
4
W
Wealthquest
Ohio
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.1M

Top Sellers

1 -$22.2M
2 -$14.1M
3 -$13.3M
4
IA
IFP Advisors
Florida
-$10.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
126
Private Advisor Group
New Jersey
$4.93M
AWMNY
127
Arcadia Wealth Management (New York)
New York
$4.8M
BCI
128
Brinker Capital Investments
Pennsylvania
$4.76M
BI
129
Binnacle Investments
Iowa
$4.76M
BCA
130
Bay Colony Advisors
Massachusetts
$4.65M
Corient Private Wealth
131
Corient Private Wealth
Florida
$4.64M
DWA
132
Delap Wealth Advisory
Oregon
$4.44M
BPA
133
Beacon Pointe Advisors
California
$4.38M
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$4.36M
WWWM
135
White Wing Wealth Management
Texas
$4.33M
MWA
136
Mills Wealth Advisors
Texas
$4.27M
GLLW
137
Graves Light Lenhart Wealth
Virginia
$4.11M
BWA
138
Babb Wealth Advisors
Arizona
$4.03M
DWM
139
Diversify Wealth Management
Utah
$3.97M
PWM
140
Parkworth Wealth Management
California
$3.92M
KIM
141
Kestra Investment Management
Texas
$3.83M
GVAG
142
Great Valley Advisor Group
Delaware
$3.82M
Jane Street
143
Jane Street
New York
$3.76M
SFP
144
SwitchPoint Financial Planning
Utah
$3.75M
SIM
145
Stratos Investment Management
Ohio
$3.72M
PP
146
PrairieView Partners
Minnesota
$3.64M
RA
147
RFG Advisory
Alabama
$3.64M
LOPW
148
Live Oak Private Wealth
North Carolina
$3.56M
AWA
149
Acorn Wealth Advisors
Michigan
$3.5M
HNWA
150
Henrickson Nauta Wealth Advisors
Michigan
$3.46M