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Dimensional Short-Duration Fixed Income ETF

338 hedge funds and large institutions have $3.28B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+16
Holders Change %
+4.97%
% of All Funds
4.59%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.03%
New
38
Increased
199
Reduced
70
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UWM
226
USAdvisors Wealth Management
Minnesota
$874K +$1.81K +38 +0.2%
WANY
227
Wealthspire Advisors (New York)
New York
$847K
TWCA
228
Two West Capital Advisors
Kansas
$839K -$70.4K -1,494 -8%
CWM
229
Core Wealth Management
Florida
$824K +$188K +3,957 +30%
KSWA
230
Kathleen S. Wright Associates
Pennsylvania
$803K
AAS
231
Avantax Advisory Services
Texas
$772K -$55.3K -1,163 -7%
BWM
232
Blossom Wealth Management
California
$769K +$74.1K +1,560 +11%
FFWA
233
Forthright Family Wealth Advisory
Texas
$758K
NL
234
NWAM LLC
Washington
$749K +$16.4K +345 +2%
FWS
235
FinDec Wealth Services
California
$728K -$7.49M -157,695 -91%
EWA
236
Elevate Wealth Advisory
Georgia
$728K -$160K -3,370 -18%
NWM
237
Navigoe Wealth Management
California
$716K
JWM
238
JDH Wealth Management
California
$692K +$184K +3,879 +36%
HWM
239
HFG Wealth Management
Texas
$688K +$54.8K +1,168 +9%
TC
240
TAGStone Capital
North Carolina
$682K -$26.6K -560 -4%
KAM
241
KEB Asset Management
Illinois
$674K +$333K +7,008 +98%
BOSSRA
242
B.O.S.S. Retirement Advisors
Utah
$670K -$28.4K -597 -4%
FS
243
Financial Symmetry
North Carolina
$642K +$62.7K +1,319 +11%
WAP
244
Wealthcare Advisory Partners
Pennsylvania
$632K +$195K +4,102 +45%
GJIA
245
Glass Jacobson Investment Advisors
Maryland
$603K
CL
246
CLG LLC
California
$599K
SA
247
Stewardship Advisors
Pennsylvania
$586K +$109K +2,301 +23%
CWMA
248
Capstone Wealth Management (Alabama)
Alabama
$568K +$31.5K +663 +6%
BIG
249
Brookwood Investment Group
Arizona
$558K +$558K +11,745 New
GWA
250
Geometric Wealth Advisors
District of Columbia
$537K -$83.5K -1,758 -13%