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 %
CWA
151
CogentBlue Wealth Advisors
Tennessee
$3.29M 68,576 +27,615 +67%
MML Investors Services
152
MML Investors Services
Massachusetts
$3.23M 67,230 +8,024 +14%
AWM
153
Apollon Wealth Management
South Carolina
$3.19M 66,385 +6,704 +11%
MWP
154
Meredith Wealth Planning
Illinois
$3.07M 63,855 +3,143 +5%
SAG
155
SageView Advisory Group
California
$3.02M 62,960 +32 +0.1%
HFA
156
Hippocratic Financial Advisors
California
$2.99M 62,336 -462,928 -88%
FWMP
157
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.79M 58,203 – –
KAS
158
Kestra Advisory Services
Texas
$2.79M 58,177 +6,478 +13%
Citigroup
159
Citigroup
New York
$2.79M 58,109 +22,668 +64%
APC
160
Aspire Private Capital
North Carolina
$2.72M 56,733 +4,134 +8%
FOA
161
Five Oceans Advisors
California
$2.71M 56,440 +3,798 +7%
CA
162
Claris Advisors
Missouri
$2.7M 56,252 +12,256 +28%
AQR Capital Management
163
AQR Capital Management
Connecticut
$2.65M 55,133 +3,671 +7%
TWA
164
TCI Wealth Advisors
Arizona
$2.6M 54,106 -2,328 -4%
MCA
165
Maryland Capital Advisors
Maryland
$2.58M 53,835 -7 -0%
NFP
166
Narus Financial Partners
Utah
$2.58M 53,730 -2,370 -4%
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$2.52M 52,429 +677 +1%
BAM
168
BOS Asset Management
Illinois
$2.4M 50,068 +4,719 +10%
AWMNH
169
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.37M 49,318 +2,987 +6%
PWIA
170
Porter White Investment Advisors
Alabama
$2.35M 49,004 +6,757 +16%
RWM
171
Rockwood Wealth Management
Pennsylvania
$2.31M 48,103 -1,618 -3%
SWM
172
SpringVest Wealth Management
Texas
$2.3M 47,883 +16,364 +52%
TAM
173
TCP Asset Management
Ohio
$2.26M 47,091 +5,277 +13%
SIS
174
Strategic Investment Solutions
Illinois
$2.24M 46,787 -4,829 -9%
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$2.22M 46,331 +46,331 New
5 6
7
8 9