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Dimensional Short-Duration Fixed Income ETF
DFSD

Overview Fund Activity

338 hedge funds and large institutions have $3.28B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+16
Holders Change %
+4.97%
% of All Funds
4.59%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.03%
New
38
Increased
199
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Apella Capital
Connecticut
$128M
2
SC
2
Savant Capital
Illinois
$144M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$166M
4
IA
4
Integrity Alliance
Iowa
$21.2M
5
HWM
5
Hemington Wealth Management
Virginia
$26.5M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$26.1M
2
EP
2
Essential Planning
New Hampshire
$4.52M
3
EFP
3
Elser Financial Planning
Indiana
$0
4
RA
4
RFG Advisory
Alabama
$4.6M
5
FWS
5
FinDec Wealth Services
California
$728K
Name Holding Trade Value Shares
Change 		Shares
Change %
HTWM
151
Hartmann Taylor Wealth Management
Texas
$2.68M +$2.68M +56,415 New
NFP
152
Narus Financial Partners
Utah
$2.67M +$311K +6,553 +13%
MCA
153
Maryland Capital Advisors
Maryland
$2.56M – – –
FOA
154
Five Oceans Advisors
California
$2.5M -$168K -3,526 -6%
APC
155
Aspire Private Capital
North Carolina
$2.5M +$304K +6,399 +14%
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$2.46M +$688K +14,487 +39%
KAS
157
Kestra Advisory Services
Texas
$2.46M +$216K +4,551 +10%
SIS
158
Strategic Investment Solutions
Illinois
$2.45M +$270K +5,686 +12%
XPN
159
XY Planning Network
Montana
$2.45M +$499K +10,500 +26%
AQR Capital Management
160
AQR Capital Management
Connecticut
$2.45M +$507K +10,676 +26%
AIM
161
Archer Investment Management
Texas
$2.41M -$91.5K -1,926 -4%
Raymond James Financial
162
Raymond James Financial
Florida
$2.37M +$1.52M +31,952 +179%
RWM
163
Rockwood Wealth Management
Pennsylvania
$2.36M -$1.06M -22,314 -31%
BCA
164
Bay Colony Advisors
Massachusetts
$2.36M +$612K +12,879 +35%
AWMNH
165
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.2M +$20.8K +438 +1%
BAM
166
BOS Asset Management
Illinois
$2.15M +$484K +10,179 +29%
SFS
167
Sowell Financial Services
Arkansas
$2.1M +$12K +252 +0.6%
PFA
168
Pillar Financial Advisors
Kentucky
$2.09M -$563K -11,839 -21%
CA
169
Claris Advisors
Missouri
$2.09M +$160K +3,363 +8%
PWIA
170
Porter White Investment Advisors
Alabama
$2.01M +$866K +18,231 +76%
SPA
171
Shore Point Advisors
New Jersey
$2M +$239K +5,031 +14%
TAM
172
TCP Asset Management
Ohio
$1.99M +$184K +3,874 +10%
S4W
173
Solutions 4 Wealth
Texas
$1.98M -$205K -4,318 -9%
HKIMG
174
Hutchens & Kramer Investment Management Group
Indiana
$1.98M -$82K -1,726 -4%
CWA
175
CogentBlue Wealth Advisors
Tennessee
$1.95M +$156K +3,277 +9%
5 6
7
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