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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
KAS
176
Kestra Advisory Services
Texas
$4.3M +$1.24M +25,694 +40%
SPA
177
Shore Point Advisors
New Jersey
$4.25M +$992K +20,583 +30%
SFP
178
SwitchPoint Financial Planning
Utah
$4.24M +$258K +5,346 +6%
AW
179
Aspirean Wealth
California
$4.23M +$4.25M +88,142 New
GLLW
180
Graves Light Lenhart Wealth
Virginia
$4.15M +$42.7K +887 +1%
SW
181
Simplicity Wealth
New Jersey
$4.15M -$1.6M -33,267 -28%
CA
182
Claris Advisors
Missouri
$4.13M +$1.4M +29,138 +51%
AQR Capital Management
183
AQR Capital Management
Connecticut
$4M +$640K +13,289 +19%
DWM
184
Diversify Wealth Management
Utah
$3.96M +$261K +5,419 +7%
BAM
185
BOS Asset Management
Illinois
$3.93M +$989K +20,531 +33%
SWM
186
SpringVest Wealth Management
Texas
$3.83M +$49.3K +1,023 +1%
4WM
187
49 Wealth Management
Texas
$3.76M +$3.78M +78,456 New
PWIA
188
Porter White Investment Advisors
Alabama
$3.76M +$491K +10,196 +15%
RA
189
RFG Advisory
Alabama
$3.63M -$74.2K -1,540 -2%
XPN
190
XY Planning Network
Montana
$3.59M +$271K +5,614 +8%
GVAG
191
Great Valley Advisor Group
Delaware
$3.45M -$359K -7,450 -9%
SFS
192
Sowell Financial Services
Arkansas
$3.44M +$630K +13,079 +22%
Citigroup
193
Citigroup
New York
$3.41M +$350K +7,264 +11%
FWM
194
Fonville Wealth Management
Virginia
$3.4M +$2.02M +41,851 +144%
PA
195
ProCore Advisors
California
$3.21M +$3.23M +67,020 New
I
196
INVST
Indiana
$3.19M +$731K +15,174 +30%
IFA
197
Index Fund Advisors
California
$3.15M +$1.33M +27,565 +72%
SAG
198
SageView Advisory Group
California
$3.13M +$121K +2,503 +4%
AWA
199
Acorn Wealth Advisors
Michigan
$3.12M -$369K -7,662 -11%
MML Investors Services
200
MML Investors Services
Massachusetts
$3.11M -$230K -4,771 -7%

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.