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Dimensional Short-Duration Fixed Income ETF

354 hedge funds and large institutions have $4.07B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 226 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
81
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
226
JP Morgan Chase
New York
$1.12M
Wells Fargo
227
Wells Fargo
California
$1.12M
SAM
228
Smartleaf Asset Management
Massachusetts
$1.11M
HKIMG
229
Hutchens & Kramer Investment Management Group
Indiana
$1.04M
KAM
230
KEB Asset Management
Illinois
$1.01M
SAI
231
Savvy Advisors Inc
New York
$991K
Mariner
232
Mariner
Kansas
$977K
WTA
233
Washington Trust Advisors
Massachusetts
$966K
BWM
234
Blossom Wealth Management
California
$912K
CWMA
235
Capstone Wealth Management (Alabama)
Alabama
$889K
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$861K
UWM
237
USAdvisors Wealth Management
Minnesota
$845K
HWM
238
HB Wealth Management
Georgia
$830K
MOS
239
MGO One Seven
Ohio
$816K
PAG
240
Poinciana Advisors Group
Florida
$815K
KSWA
241
Kathleen S. Wright Associates
Pennsylvania
$814K
GWM
242
Geneos Wealth Management
Colorado
$813K
NL
243
NWAM LLC
Washington
$797K
WN
244
Williams & Novak
California
$791K
NA
245
Nautilus Advisors
California
$785K
FFWA
246
Forthright Family Wealth Advisory
Texas
$768K
CPA
247
Cardiff Park Advisors
California
$754K
RCAG
248
Rehmann Capital Advisory Group
Michigan
$743K
KF
249
Krilogy Financial
Missouri
$734K
NWM
250
Navigoe Wealth Management
California
$726K