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DFSD

Dimensional Short-Duration Fixed Income ETF

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: 82106 (+24)

15% more capital invested

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

12% more funds holding

Funds holding: 363408 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$261M +$36.6M +759,852 +16%
AC
2
Apella Capital
Connecticut
$216M +$24.4M +506,782 +13%
SC
3
Savant Capital
Illinois
$193M -$2.64M -54,751 -1%
OIA
4
OneDigital Investment Advisors
Kansas
$171M +$15.5M +321,470 +10%
BHWM
5
Beaird Harris Wealth Management
Texas
$154M +$12M +248,048 +8%
PCI
6
Planning Center Inc
Illinois
$129M +$13M +270,402 +11%
RFP
7
Root Financial Partners
California
$119M +$30.2M +626,808 +34%
VT
8
Vise Technologies
New York
$109M +$80.7M +1,675,494 +280%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$109M +$10.4M +215,671 +11%
DPW
10
DiNuzzo Private Wealth
Pennsylvania
$98M +$4.6M +95,540 +5%
HighTower Advisors
11
HighTower Advisors
Illinois
$90.5M +$5.01M +103,925 +6%
PFM
12
Phillips Financial Management
Indiana
$84.7M +$11.5M +238,095 +16%
GWWM
13
Great Waters Wealth Management
Minnesota
$74.8M +$7.14M +148,092 +10%
RIAS
14
Rachor Investment Advisory Services
Michigan
$67.5M +$67.8M +1,407,423 New
DPI
15
Diversified Portfolios Inc
Michigan
$59.3M +$5.18M +107,430 +10%
RK
16
Rather & Kittrell
Tennessee
$59.1M +$8.46M +175,465 +17%
MSWMA
17
Market Street Wealth Management Advisors
Indiana
$58.5M +$1.86M +38,632 +3%
AssetMark Inc
18
AssetMark Inc
California
$58.5M -$1.23M -25,552 -2%
W
19
WPWealth
Texas
$56.2M +$4.12M +85,477 +8%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$55M -$189M -3,915,870 -77%
ME
21
McIlrath & Eck
Washington
$54.3M +$10.4M +214,986 +23%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$52.6M +$453K +9,399 +0.9%
RWM
23
Ruedi Wealth Management
Illinois
$50M +$3.46M +71,749 +7%
AFG
24
Altiora Financial Group
Ohio
$46.7M +$740K +15,365 +2%
RIP
25
RAM Investment Partners
Washington
$45.6M +$2.35M +48,724 +5%

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.