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DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

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: 82 → 106 (+24)

15% more capital invested

Capital invested by funds: $4.09B → $4.72B (+$624M)

12% more funds holding

Funds holding: 363 → 408 (+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
–

Top Buyers

Rank Fund Capital Flow
1
VT
Vise Technologies
New York
+$80.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$36.6M
3
BPA
Beacon Pointe Advisors
California
+$30.5M
4
RFP
Root Financial Partners
California
+$30.2M
5
AC
Apella Capital
Connecticut
+$24.4M

Top Sellers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
-$189M
2
M1FG
Mach-1 Financial Group
Arkansas
-$10.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$7.98M
4
Citadel Advisors
Citadel Advisors
Florida
-$7.97M
5
BCA
Bay Colony Advisors
Massachusetts
-$5.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VPWA
201
Vestia Personal Wealth Advisors
Indiana
$3.04M +$1.17M +24,292 +62%
PA
202
Powerhouse Assets
Massachusetts
$2.99M +$3M +62,295 New
BJB
203
Broadhurst Jeffrey B
$2.85M +$2.87M +59,497 New
HFA
204
Hippocratic Financial Advisors
California
$2.83M -$33.4K -693 -1%
APC
205
Aspire Private Capital
North Carolina
$2.77M -$50.7K -1,052 -2%
FOA
206
Five Oceans Advisors
California
$2.71M +$1.25K +26 +0%
APW
207
Austin Private Wealth
Texas
$2.66M +$297K +6,155 +12%
TWA
208
TCI Wealth Advisors
Arizona
$2.61M +$11.4K +237 +0.4%
MCA
209
Maryland Capital Advisors
Maryland
$2.58M – – –
MGW
210
MB Generational Wealth
Washington
$2.53M +$2.55M +52,854 New
FWMP
211
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.53M -$240K -4,990 -9%
AWM
212
Apollon Wealth Management
South Carolina
$2.51M -$466K -9,667 -16%
Jane Street
213
Jane Street
New York
$2.51M +$2.52M +52,351 New
TAM
214
TCP Asset Management
Ohio
$2.5M +$86.6K +1,798 +4%
WUW
215
Wheels Up Wealth
California
$2.47M +$2.48M +51,459 New
BIA
216
Barry Investment Advisors
Massachusetts
$2.34M +$323K +6,704 +16%
DWM
217
Dopkins Wealth Management
New York
$2.27M +$103K +2,135 +5%
NFP
218
Narus Financial Partners
Utah
$2.24M -$146K -3,023 -6%
RWM
219
Rockwood Wealth Management
Pennsylvania
$2.21M -$96.5K -2,002 -4%
IA
220
IFP Advisors
Florida
$2.18M -$85.5K -1,775 -4%
AWMNH
221
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.16M -$61K -1,265 -3%
KRW
222
Kaufman Rossin Wealth
Florida
$2.12M +$225K +4,660 +12%
MSF
223
Mustard Seed Financial
Arkansas
$2.05M +$770K +15,973 +59%
HTWM
224
Hartmann Taylor Wealth Management
Texas
$2.01M -$106K -2,190 -5%
SPI
225
Sutton Place Investors
New York
$1.98M +$118K +2,448 +6%
7 8
9
10 11

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.