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

Top Sellers

1
CW
Curio Wealth
Maryland
$26.1M
2
EP
Essential Planning
New Hampshire
$4.52M
3
EFP
Elser Financial Planning
Indiana
$0
4
RA
RFG Advisory
Alabama
$4.6M
5
FWS
FinDec Wealth Services
California
$728K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFC
201
Morris Financial Concepts
South Carolina
$1.45M +$41.6K +875 +3%
FTUS
202
Flow Traders U.S.
New York
$1.4M +$1.4M +29,514 New
IFA
203
Index Fund Advisors
California
$1.35M -$106K -2,241 -7%
FWP
204
Firethorn Wealth Partners
Georgia
$1.32M +$160K +3,375 +14%
BIA
205
Barry Investment Advisors
Massachusetts
$1.31M +$212K +4,464 +19%
AC
206
Applied Capital
Arkansas
$1.3M -$70.8K -1,489 -5%
WRPWM
207
Werba Rubin Papier Wealth Management
California
$1.27M +$1.27M +26,748 New
RCAG
208
Rehmann Capital Advisory Group
Michigan
$1.25M +$36.2K +761 +3%
JPMorgan Chase & Co
209
JPMorgan Chase & Co
New York
$1.25M +$297K +6,257 +31%
GWM
210
Geneos Wealth Management
Colorado
$1.24M +$835K +16,530 +207%
B
211
BetterWealth
California
$1.2M +$67.8K +1,427 +6%
KIM
212
Kestra Investment Management
Texas
$1.16M +$1.15M +24,300 +12,789%
W
213
WorthPointe
California
$1.16M +$347K +7,299 +43%
OMC
214
Old Mission Capital
Illinois
$1.14M +$1.14M +23,938 New
FFM
215
Forum Financial Management
Illinois
$1.12M -$695K -14,626 -38%
MEG
216
Millstone Evans Group
Colorado
$1.06M +$55.7K +1,173 +6%
HW
217
Hancock Whitney
Mississippi
$1.06M +$1.06M +22,363 New
AWS
218
Atria Wealth Solutions
New York
$1.04M +$206K +4,338 +25%
PF
219
PlanWiser Financial
Colorado
$1.02M +$1.02M +21,395 New
VPWA
220
Vestia Personal Wealth Advisors
Indiana
$1M +$51.3K +1,080 +5%
SAM
221
Smartleaf Asset Management
Massachusetts
$1,000K +$4.52K +95 +0.5%
KAM
222
Kraft Asset Management
Tennessee
$991K -$15.7K -330 -2%
EFG
223
Ethos Financial Group
Pennsylvania
$949K – – –
NA
224
Nautilus Advisors
California
$902K -$447K -9,411 -33%
CC
225
Copperleaf Capital
North Carolina
$885K -$60.6K -1,276 -6%
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9
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