Dimensional Short-Duration Fixed Income ETF
DFSD
340 hedge funds and large institutions have $3.3B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 201 increasing their positions, 70 reducing their positions, and 20 closing their positions.
187% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 70
90% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 20
55% more capital inflows, than outflows
Capital inflows: $427M | Capital outflows: $276M
15% more funds holding in top 10
Funds holding in top 10: 67 → 77 (+10)
5% more funds holding
Funds holding: 324 → 340 (+16)
5.86% less ownership
Funds ownership: 81.42% → 75.56% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Apella Capital
West Hartford,
Connecticut
|
+$48.3M |
| 2 |
Savant Capital
Rockford,
Illinois
|
+$31.1M |
| 3 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$23.9M |
| 4 |
IA
Integrity Alliance
Urbandale,
Iowa
|
+$21.1M |
| 5 |
Hemington Wealth Management
Falls Church,
Virginia
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$192M |
| 2 |
Elser Financial Planning
Indianapolis,
Indiana
|
-$33.3M |
| 3 |
RFG Advisory
Birmingham,
Alabama
|
-$18M |
| 4 |
FWS
FinDec Wealth Services
Stockton,
California
|
-$7.45M |
| 5 |
AssetMark Inc
Concord,
California
|
-$1.89M |
DFSD Hedge Fund Activity: Q1 2025 in Review
340 of the 7,480 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q1 2025, worth a combined $3.3B — up 5.9% from $3.11B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new DFSD positions and 20 closed out — a net gain of 18 holders — while 201 added to existing stakes and 70 trimmed.
The largest buyer was Apella Capital, adding an estimated $48.3M. The largest seller was Essential Planning, cutting an estimated $192M.
- 340 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q1 2025, up from 324 in Q4 2024.
- Funds reported $3.3B of Dimensional Short-Duration Fixed Income ETF stock for Q1 2025, up 5.9% quarter-over-quarter.
- 38 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q1 2025 and 20 closed out, a net change of +18 holders.
- The largest Dimensional Short-Duration Fixed Income ETF buyer in Q1 2025 was Apella Capital, an estimated $48.3M added.
- The largest Dimensional Short-Duration Fixed Income ETF seller in Q1 2025 was Essential Planning, an estimated $192M sold.
Based on aggregated 13F filings for Q1 2025.