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DFSD

Dimensional Short-Duration Fixed Income ETF

362 hedge funds and large institutions have $4.09B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 230 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 73

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $3.6B → $4.09B (+$488M)

7% more funds holding in top 10

Funds holding in top 10: 7681 (+5)

3% more funds holding

Funds holding: 351362 (+11)

2.51% more ownership

Funds ownership: 75.26%77.77% (+2.5%)

Holders
362
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
4.75%
Holding in Top 10
81
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.58%
% of All Funds
1.06%
New
33
Increased
230
Reduced
73
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAN
201
Wealth Advisors Northwest
Oregon
$1.89M +$156K +3,234 +9%
VPWA
202
Vestia Personal Wealth Advisors
Indiana
$1.88M +$766K +15,916 +69%
CC
203
Copperleaf Capital
North Carolina
$1.87M +$352K +7,317 +23%
SPI
204
Sutton Place Investors
New York
$1.87M +$13.4K +278 +0.7%
IFA
205
Index Fund Advisors
California
$1.84M +$511K +10,609 +39%
SWM
206
Sentinel Wealth Management
Virginia
$1.78M +$25.7K +533 +1%
Pathstone Holdings
207
Pathstone Holdings
New Jersey
$1.72M -$5K -104 -0.3%
QHA
208
Quarry Hill Advisors
Minnesota
$1.71M -$29.2K -607 -2%
AWMM
209
Aegis Wealth Management (Maryland)
Maryland
$1.67M +$58.2K +1,210 +4%
WANY
210
Wealthspire Advisors (New York)
New York
$1.67M
FTUS
211
Flow Traders U.S.
New York
$1.65M +$632K +13,136 +62%
Northern Trust
212
Northern Trust
Illinois
$1.63M -$61.7K -1,282 -4%
FWP
213
Firethorn Wealth Partners
Georgia
$1.63M +$142K +2,945 +10%
MWM
214
Modera Wealth Management
New Jersey
$1.58M -$4.48K -93 -0.3%
AIS
215
American Investment Services
Massachusetts
$1.5M -$301K -6,260 -17%
MFC
216
Morris Financial Concepts
South Carolina
$1.47M +$37.5K +779 +3%
PA
217
PFG Advisors
Arizona
$1.46M +$231K +4,793 +19%
SIC
218
Samalin Investment Counsel
New York
$1.42M +$81.1K +1,686 +6%
SAM
219
Synergy Asset Management
Washington
$1.4M +$1.4M +29,067 New
FWM
220
Fonville Wealth Management
Virginia
$1.4M +$1.01M +21,055 +265%
SIAG
221
Safeguard Investment Advisory Group
California
$1.37M -$241K -5,012 -15%
DWM
222
DecisionMap Wealth Management
Virginia
$1.33M -$63.4K -1,317 -5%
AWP
223
Abacus Wealth Partners
California
$1.32M +$58.5K +1,216 +5%
MSF
224
Mustard Seed Financial
Arkansas
$1.29M +$1.29M +26,848 New
EC
225
Eaton-Cambridge
Arizona
$1.28M +$1M +20,782 +356%