Dimensional Short-Duration Fixed Income

DFSD • ARCA

Dimensional Short-Duration Fixed Income is an exchange-traded fund on ARCA. As of Q3 2025, 352 institutional investors hold shares in this ETF, with total holdings valued at $4.0B. Buckingham Strategic Partners is the largest holder with a position valued at $244.1M.

Overview

Overview of institutional ownership in DFSD as of Q3 2025

All Institutions

Institutions: 352
Value Held: $4.0B
Shares Held: 83.8M
Avg Position: $11.5M
Median Position: $2.6M

Hedge Funds

Hedge Funds: 3
Value Held: $19.3M
Shares Held: 401.2K
Avg Position: $6.4M
Median Position: $8.0M

Biggest Investors

Institutions with the largest positions in DFSD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Buckingham Strategic Partners RIA/Wealth	Adam Lawrence Birenbaum CEO	$244.1M 2.77% of portfolio	5.1M shares	Q1 2023 Held for 2y 8m	$8.8B
C Colony Group, LLC Institution	-	$226.0M 0.37% of portfolio	4.7M shares	Q3 2024 Held for 1y 2m	$61.0B
Savant Capital, LLC RIA/Wealth	Brent Raymond Brodeski CEO	$200.2M 1.06% of portfolio	4.2M shares	Q4 2022 Held for 2y 11m	$18.9B
A Apella Capital, LLC Institution	-	$194.1M 4.33% of portfolio	4.0M shares	Q2 2023 Held for 2y 5m	$4.5B
R Resources Investment Advisors, Inc. Pension/Endowment	Vincent Lee Morris President	$155.9M 1.63% of portfolio	3.2M shares	Q2 2023 Held for 2y 5m	$9.6B
Beaird Harris Wealth Management, LLC RIA/Wealth	Anthony Paul Coniaris Chairman	$142.5M 10.11% of portfolio	3.0M shares	Q1 2023 Held for 2y 8m	$1.4B
Planning Center, Inc. Real Assets	Alexander Jason Valner President	$116.8M 12.28% of portfolio	2.4M shares	Q2 2023 Held for 2y 5m	$951.0M
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$98.7M 0.03% of portfolio	2.0M shares	Q2 2022 Held for 3y 5m	$341.99B
DiNuzzo Private Wealth, Inc. RIA/Wealth	Patrick Joseph Dinuzzo CEO	$93.9M 10.64% of portfolio	1.9M shares	Q4 2023 Held for 1y 11m	$881.9M
R Root Financial Partners, LLC RIA/Wealth	James Matthew Conole Founder	$89.5M 5.52% of portfolio	1.9M shares	Q1 2023 Held for 2y 8m	$1.6B

Net Capital Flow

Institutional buying and selling activity for DFSD in Q3 2025

Traded: +$458.9M
Buyers: 257
Sellers: 85
Total Bought: +$567.5M
Total Sold: −$108.6M
Avg Position: $11.0M

Biggest Buyers

Institution	Net Bought	Current Position
Buckingham Strategic Partners RIA/Wealth	+$56.2M +1.2M shares	$244.1M 5.1M shares
C Colony Group, LLC Institution	+$48.4M +1.0M shares	$226.0M 4.7M shares
R Root Financial Partners, LLC RIA/Wealth	+$32.1M +665.4K shares	$89.5M 1.9M shares
A Apella Capital, LLC Institution	+$29.4M +606.4K shares	$194.1M 4.0M shares
V Vise Technologies, Inc. Institution	+$28.9M +599.1K shares	$28.9M 599.1K shares
Savant Capital, LLC RIA/Wealth	+$23.8M +493.4K shares	$200.2M 4.2M shares
Beaird Harris Wealth Management, LLC RIA/Wealth	+$18.1M +375.3K shares	$142.5M 3.0M shares
McIlrath & Eck, LLC RIA/Wealth	+$12.8M +265.5K shares	$44.2M 916.8K shares
Mach-1 Financial Group, Inc. RIA/Wealth	+$10.3M +213.5K shares	$10.3M 213.5K shares
Integrity Advisory Solutions, LLC RIA/Wealth	+$10.3M +213.5K shares	$10.3M 213.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
Elser Financial Planning, Inc RIA/Wealth	−$35.6M −744.4K shares	Sold Off 0 shares
Vestmark Advisory Solutions, Inc. Fund of Funds	−$12.5M −260.2K shares	$15.1M 313.3K shares
C Concord Asset Management, LLC/VA RIA/Wealth	−$10.1M −210.7K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$8.5M −177.1K shares	$8.0M 165.5K shares
Integrated Wealth Concepts LLC RIA/Wealth	−$6.4M −131.9K shares	$11.7M 243.5K shares
SAX WEALTH ADVISORS, LLC RIA/Wealth	−$6.2M −128.8K shares	$16.9M 351.1K shares
Abacus Planning Group, Inc. RIA/Wealth	−$5.7M −118.8K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$3.8M −78.3K shares	Sold Off 0 shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$2.2M −46.5K shares	$8.0M 165.6K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$2.2M −46.3K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DFSD in Q3 2025

New Positions: 27
New Value: $97.3M
Exited Positions: 16
Exited Value: $61.8M

New Positions

Institution	Position Value
V Vise Technologies, Inc. Institution	$28.9M 599.1K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$10.3M 213.5K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$10.3M 213.5K shares
AlphaStar Capital Management, LLC RIA/Wealth	$10.2M 210.9K shares
Discipline Wealth Solutions, LLC RIA/Wealth	$10.1M 210.6K shares
C Chico Wealth RIA Institution	$8.6M 178.5K shares
Miracle Mile Advisors, LLC RIA/Wealth	$6.0M 123.9K shares
M My Personal CFO, LLC RIA/Wealth	$2.8M 57.7K shares
BAKER TILLY FINANCIAL, LLC RIA/Wealth	$2.5M 52.5K shares
Synergy Financial Management, LLC RIA/Wealth	$1.4M 29.1K shares

Exited Positions

Institution	Previous Position
Elser Financial Planning, Inc RIA/Wealth	$35.6M 744.4K shares
C Concord Asset Management, LLC/VA RIA/Wealth	$10.1M 210.7K shares
Abacus Planning Group, Inc. RIA/Wealth	$5.7M 118.8K shares
J JANE STREET GROUP, LLC Institution	$3.8M 78.3K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$2.2M 46.3K shares
Beta Wealth Group, Inc. RIA/Wealth	$1.4M 28.9K shares
HANCOCK HOLDING CO RIA/Wealth	$1.1M 22.4K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$467.7K 9.7K shares
Main Street Financial Solutions, LLC RIA/Wealth	$320.0K 6.7K shares
E EXCHANGE TRADED CONCEPTS, LLC Institution	$279.2K 5.8K shares

Options Activity

Institutions with the largest Call and Put options positions in DFSD as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DFSD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Signature Resources Capital Management, LLC RIA/Wealth	Mark Alan Mowrey CIO	16.18% $29.6M	613.5K shares	Q4 2023 Held for 1y 11m	$182.7M
CURIO WEALTH, LLC RIA/Wealth	Lyn Ann Dippel CCO	16.06% $39.1M	811.7K shares	Q4 2024 Held for 11 months	$243.5M
Sterling Wealth Advisors Inc RIA/Wealth	Elizabeth Ann Barrett CEO	16.01% $25.1M	517.8K shares	Q4 2024 Held for 11 months	$156.7M
SageOak Financial, LLC RIA/Wealth	Stan Ray Rickner President	13.83% $18.5M	383.1K shares	Q4 2024 Held for 11 months	$133.5M
Ruedi Wealth Management, Inc. RIA/Wealth	Paul Arthur Ruedi CEO	13.10% $46.8M	971.1K shares	Q4 2022 Held for 2y 11m	$357.2M
Planning Center, Inc. Real Assets	Alexander Jason Valner President	12.28% $116.8M	2.4M shares	Q2 2023 Held for 2y 5m	$951.0M
Keyes, Stange & Wooten Wealth Management, LLC RIA/Wealth	Ii Thomas Reymann CCO	12.20% $25.2M	523.1K shares	Q4 2023 Held for 1y 11m	$206.6M
Valued Wealth Advisors LLC RIA/Wealth	Taylor Wagner CCO	11.77% $25.4M	526.3K shares	Q4 2023 Held for 1y 11m	$215.5M
V Vestment Financial LLC Institution	-	10.78% $18.9M	391.3K shares	Q4 2024 Held for 11 months	$175.3M
DiNuzzo Private Wealth, Inc. RIA/Wealth	Patrick Joseph Dinuzzo CEO	10.64% $93.9M	1.9M shares	Q4 2023 Held for 1y 11m	$881.9M

Hedge Fund Spotlight

Discover hedge funds investing in DFSD

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Dimensional Short-Duration Fixed Income

Market Value: $8.0M
Shares Held: 165.5K
Portfolio Weight: 0.01%
Owned Since: 2023-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%