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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
BWA
151
Babb Wealth Advisors
Arizona
$5.99M +$1.5M +31,047 +33%
DWA
152
Delap Wealth Advisory
Oregon
$5.96M +$584K +12,113 +11%
TIM
153
Tortoise Investment Management
New York
$5.95M +$551K +11,432 +10%
KA
154
Kooman & Associates
Pennsylvania
$5.95M +$288K +5,973 +5%
HI
155
Harbour Investments
Wisconsin
$5.95M +$5.94M +123,354 +17,547%
SEIA
156
Signature Estate & Investment Advisors
California
$5.91M +$2.75M +57,137 +86%
BCI
157
Brinker Capital Investments
Pennsylvania
$5.82M +$274K +5,691 +5%
KFGG
158
Keystone Financial Group (Georgia)
Georgia
$5.67M +$91.9K +1,907 +2%
CW
159
CreativeOne Wealth
Kansas
$5.64M +$383K +7,938 +7%
LWM
160
Lakeridge Wealth Management
Ohio
$5.51M +$61.3K +1,272 +1%
BC
161
BDFS Capital
Delaware
$5.49M +$5.52M +114,443 New
MMA
162
Miracle Mile Advisors
California
$5.47M -$473K -9,818 -8%
LOPW
163
Live Oak Private Wealth
North Carolina
$5.45M +$340K +7,048 +7%
MWA
164
Mills Wealth Advisors
Texas
$5.17M -$139K -2,877 -3%
Envestnet Portfolio Solutions
165
Envestnet Portfolio Solutions
Illinois
$5.09M -$90.4K -1,876 -2%
TWC
166
Tencap Wealth Coaching
Utah
$4.87M +$4.89M +101,544 New
PAG
167
Private Advisor Group
New Jersey
$4.83M +$139K +2,887 +3%
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$4.71M -$179K -3,721 -4%
FIA
169
Foundations Investment Advisors
Arizona
$4.69M +$1.37M +28,507 +41%
CWR
170
Chico Wealth RIA
California
$4.5M -$4.08M -84,628 -47%
CMP
171
Coston McIsaac & Partners
Maine
$4.5M +$1.9M +39,462 +73%
OFI
172
Outbound Financial Inc
Colorado
$4.45M +$235K +4,876 +6%
PPP
173
Prism Planning Partners
Illinois
$4.43M +$4.46M +92,463 New
CWA
174
CogentBlue Wealth Advisors
Tennessee
$4.36M +$28K +580 +0.6%
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$4.35M +$4.37M +90,776 New

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.