Dimensional Short-Duration Fixed Income ETF
DFSD
352 hedge funds and large institutions have $3.61B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 191 increasing their positions, 98 reducing their positions, and 18 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 98
83% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 18
10% more capital invested
Capital invested by funds: $3.28B → $3.61B (+$330M)
4% more funds holding
Funds holding: 339 → 352 (+13)
1% more funds holding in top 10
Funds holding in top 10: 76 → 77 (+1)
0.92% more ownership
Funds ownership: 74.41% → 75.33% (+0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Curio Wealth
Annapolis,
Maryland
|
+$36.2M |
| 2 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$33.4M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$29.3M |
| 4 |
W
Wealthquest
Cincinnati,
Ohio
|
+$28.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFA
Hippocratic Financial Advisors
Westlake Village,
California
|
-$22M |
| 2 |
WC
Wolfstich Capital
Medfield,
Massachusetts
|
-$13.3M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$10.7M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$7.84M |
| 5 |
Renaissance Technologies
New York
|
-$7.32M |
DFSD Hedge Fund Activity: Q2 2025 in Review
352 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q2 2025, worth a combined $3.61B — up 10% from $3.28B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new DFSD positions and 18 closed out — a net gain of 15 holders — while 191 added to existing stakes and 98 trimmed.
The largest buyer was Curio Wealth, adding an estimated $36.2M. The largest seller was Hippocratic Financial Advisors, cutting an estimated $22M.
- 352 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q2 2025, up from 339 in Q1 2025.
- Funds reported $3.61B of Dimensional Short-Duration Fixed Income ETF stock for Q2 2025, up 10% quarter-over-quarter.
- 33 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q2 2025 and 18 closed out, a net change of +15 holders.
- The largest Dimensional Short-Duration Fixed Income ETF buyer in Q2 2025 was Curio Wealth, an estimated $36.2M added.
- The largest Dimensional Short-Duration Fixed Income ETF seller in Q2 2025 was Hippocratic Financial Advisors, an estimated $22M sold.
Based on aggregated 13F filings for Q2 2025.