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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
SWM
126
Selective Wealth Management
Virginia
$7.88M +$5.29M +109,762 +202%
PFA
127
Pure Financial Advisors
California
$7.75M +$199K +4,121 +3%
RFP
128
RCS Financial Planning
Maryland
$7.63M +$149K +3,101 +2%
BAM
129
Belleair Asset Management
Florida
$7.39M +$7.42M +154,026 New
VPF
130
Vantage Point Financial
Illinois
$7.33M +$651K +13,516 +10%
CIAS
131
CFS Investment Advisory Services
New Jersey
$7.23M +$446K +9,252 +7%
TCM
132
Triumph Capital Management
Colorado
$7.21M +$7.25M +150,385 New
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$7.16M +$2.47M +51,205 +52%
FWM
134
FMB Wealth Management
California
$7.16M +$1.7M +35,296 +31%
PFS
135
Professional Financial Solutions
Virginia
$7.05M +$7.09M +147,116 New
TIAM2
136
Tru Independence Asset Management 2
Oregon
$7M +$316K +6,555 +5%
BC
137
Burney Company
Virginia
$6.98M -$19K -395 -0.3%
KIM
138
Kestra Investment Management
Texas
$6.75M +$1.87M +38,832 +38%
PF
139
Parker Financial
Washington
$6.65M +$110K +2,283 +2%
AWMNY
140
Arcadia Wealth Management (New York)
New York
$6.64M +$1.21M +25,059 +22%
HA
141
Heffernan Advisory
Arizona
$6.58M +$6.61M +137,156 New
VWWMG
142
Vermillion & White Wealth Management Group
Pennsylvania
$6.55M -$9.78K -203 -0.1%
ARA
143
Approach Retirement Advisors
Alabama
$6.54M +$6.58M +136,439 New
KCWM
144
Kane Co Wealth Management
Iowa
$6.52M +$6.56M +136,041 New
WWWM
145
White Wing Wealth Management
Texas
$6.52M +$1.1M +22,824 +20%
SIMC
146
Squire Investment Management Company
Utah
$6.48M +$626K +12,984 +11%
BH
147
Burk Holdings
Oklahoma
$6.44M +$783K +16,247 +14%
NDWM
148
New Dimensions Wealth Management
Texas
$6.29M +$251K +5,214 +4%
MWP
149
Meredith Wealth Planning
Illinois
$6.17M +$1.44M +29,958 +30%
HNWA
150
Henrickson Nauta Wealth Advisors
Michigan
$6.03M +$2.98M +61,934 +97%

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.