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Dimensional Short-Duration Fixed Income ETF

348 hedge funds and large institutions have $3.58B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+10
Holders Change %
+2.96%
% of All Funds
4.67%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.02%
New
32
Increased
188
Reduced
98
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAM
226
KEB Asset Management
Illinois
$927K +$246K +5,125 +36%
ATPW
227
Ashton Thomas Private Wealth
Arizona
$902K +$573K +11,937 +174%
GWM
228
Geneos Wealth Management
Colorado
$868K -$309K -6,443 -26%
UWM
229
USAdvisors Wealth Management
Minnesota
$858K -$24.4K -509 -3%
KAM
230
Kraft Asset Management
Tennessee
$858K -$144K -2,999 -14%
BWM
231
Blossom Wealth Management
California
$848K +$71.2K +1,482 +9%
KSWA
232
Kathleen S. Wright Associates
Pennsylvania
$811K
FFM
233
Forum Financial Management
Illinois
$789K -$338K -7,035 -30%
NL
234
NWAM LLC
Washington
$785K +$30.1K +627 +4%
CWMA
235
Capstone Wealth Management (Alabama)
Alabama
$782K +$209K +4,350 +36%
NA
236
Nautilus Advisors
California
$781K -$130K -2,703 -14%
FFWA
237
Forthright Family Wealth Advisory
Texas
$765K -$1.54K -32 -0.2%
WAP
238
Wealthcare Advisory Partners
Pennsylvania
$754K +$115K +2,403 +18%
EFG
239
Ethos Financial Group
Pennsylvania
$754K -$218K -4,550 -22%
CPA
240
Cardiff Park Advisors
California
$745K +$745K +15,526 New
NWM
241
Navigoe Wealth Management
California
$724K
EWA
242
Elevate Wealth Advisory
Georgia
$714K -$21.9K -456 -3%
HWM
243
HFG Wealth Management
Texas
$707K +$9.74K +205 +1%
TC
244
TAGStone Capital
North Carolina
$702K +$11K +229 +2%
AWS
245
Atria Wealth Solutions
New York
$676K -$375K -7,806 -36%
FS
246
Financial Symmetry
North Carolina
$668K +$19.7K +411 +3%
WN
247
Williams & Novak
California
$663K +$138K +2,881 +26%
TWCA
248
Two West Capital Advisors
Kansas
$647K -$207K -4,319 -24%
BOSSRA
249
B.O.S.S. Retirement Advisors
Utah
$644K -$33.3K -694 -5%
CWM
250
Core Wealth Management
Florida
$638K -$194K -4,038 -23%