We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF

362 hedge funds and large institutions have $4.09B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 230 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 73

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $3.6B → $4.09B (+$488M)

7% more funds holding in top 10

Funds holding in top 10: 7681 (+5)

3% more funds holding

Funds holding: 351362 (+11)

2.51% more ownership

Funds ownership: 75.26%77.77% (+2.5%)

Holders
362
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
4.75%
Holding in Top 10
81
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.58%
% of All Funds
1.06%
New
33
Increased
230
Reduced
73
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
151
SwitchPoint Financial Planning
Utah
$4.01M +$245K +5,093 +7%
GVAG
152
Great Valley Advisor Group
Delaware
$3.83M -$5.44K -113 -0.1%
SWM
153
SpringVest Wealth Management
Texas
$3.8M +$1.49M +30,897 +65%
AC
154
Annandale Capital
Texas
$3.78M +$377K +7,842 New
RA
155
RFG Advisory
Alabama
$3.72M +$68.5K +1,423 +2%
DWM
156
Diversify Wealth Management
Utah
$3.71M -$258K -5,369 -7%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$3.69M +$1.17M +24,215 +46%
AWA
158
Acorn Wealth Advisors
Michigan
$3.51M -$963 -20 -0%
AQR Capital Management
159
AQR Capital Management
Connecticut
$3.38M +$721K +14,977 +27%
MML Investors Services
160
MML Investors Services
Massachusetts
$3.36M +$117K +2,424 +4%
FIA
161
Foundations Investment Advisors
Arizona
$3.34M +$2.8M +58,217 +522%
XPN
162
XY Planning Network
Montana
$3.33M
PWIA
163
Porter White Investment Advisors
Alabama
$3.28M +$920K +19,122 +39%
SPA
164
Shore Point Advisors
New Jersey
$3.28M +$1.13M +23,514 +53%
SEIA
165
Signature Estate & Investment Advisors
California
$3.18M +$1.48M +30,728 +87%
KAS
166
Kestra Advisory Services
Texas
$3.09M +$283K +5,879 +10%
Citigroup
167
Citigroup
New York
$3.08M +$277K +5,755 +10%
HNWA
168
Henrickson Nauta Wealth Advisors
Michigan
$3.07M -$408K -8,484 -12%
SAG
169
SageView Advisory Group
California
$3.03M -$4.38K -91 -0.1%
AWM
170
Apollon Wealth Management
South Carolina
$2.99M -$208K -4,327 -7%
Raymond James Financial
171
Raymond James Financial
Florida
$2.98M +$1.24M +25,816 +72%
BAM
172
BOS Asset Management
Illinois
$2.96M +$544K +11,304 +23%
HFA
173
Hippocratic Financial Advisors
California
$2.88M -$122K -2,544 -4%
APC
174
Aspire Private Capital
North Carolina
$2.83M +$98.2K +2,041 +4%
SFS
175
Sowell Financial Services
Arkansas
$2.82M +$592K +12,291 +27%