DFSD icon

Dimensional Short-Duration Fixed Income ETF

354 hedge funds and large institutions have $4.07B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 226 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
81
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Sentinel Wealth Management
Virginia
$1.78M
Pathstone Holdings
202
Pathstone Holdings
New Jersey
$1.72M
QHA
203
Quarry Hill Advisors
Minnesota
$1.71M
AWM
204
Aegis Wealth Management
Maryland
$1.67M
WANY
205
Wealthspire Advisors (New York)
New York
$1.67M
FTUS
206
Flow Traders U.S.
New York
$1.65M
Northern Trust
207
Northern Trust
Illinois
$1.63M
FWP
208
Firethorn Wealth Partners
Georgia
$1.63M
MWM
209
Modera Wealth Management
New Jersey
$1.58M
AIS
210
American Investment Services
Massachusetts
$1.5M
MFC
211
Morris Financial Concepts
South Carolina
$1.47M
PA
212
PFG Advisors
Arizona
$1.46M
SIC
213
Samalin Investment Counsel
New York
$1.42M
SAM
214
Synergy Asset Management
Washington
$1.4M
FWM
215
Fonville Wealth Management
Virginia
$1.4M
SIAG
216
Safeguard Investment Advisory Group
California
$1.37M
DWM
217
DecisionMap Wealth Management
Virginia
$1.33M
AWP
218
Abacus Wealth Partners
California
$1.32M
MSF
219
Mustard Seed Financial
Arkansas
$1.29M
EC
220
Eaton-Cambridge
Arizona
$1.28M
GWA
221
Geometric Wealth Advisors
District of Columbia
$1.24M
JWM
222
JDH Wealth Management
California
$1.21M
B
223
BetterWealth
California
$1.18M
AC
224
Applied Capital
Arkansas
$1.17M
FWM
225
Forza Wealth Management
Florida
$1.17M