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Dimensional Short-Duration Fixed Income ETF

350 hedge funds and large institutions have $3.61B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$36.5M
2 +$33.6M
3 +$30.1M
4
W
Wealthquest
Ohio
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.1M

Top Sellers

1 -$22.2M
2 -$13.3M
3 -$10.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
226
Mariner
Kansas
$985K
GWA
227
Geometric Wealth Advisors
District of Columbia
$954K
KAM
228
KEB Asset Management
Illinois
$927K
ATPW
229
Ashton Thomas Private Wealth
Arizona
$902K
GWM
230
Geneos Wealth Management
Colorado
$868K
UWM
231
USAdvisors Wealth Management
Minnesota
$858K
KAM
232
Kraft Asset Management
Tennessee
$858K
BWM
233
Blossom Wealth Management
California
$848K
KSWA
234
Kathleen S. Wright Associates
Pennsylvania
$811K
FFM
235
Forum Financial Management
Illinois
$789K
NL
236
NWAM LLC
Washington
$785K
CWMA
237
Capstone Wealth Management (Alabama)
Alabama
$782K
NA
238
Nautilus Advisors
California
$781K
FFWA
239
Forthright Family Wealth Advisory
Texas
$765K
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$754K
EFG
241
Ethos Financial Group
Pennsylvania
$754K
CPA
242
Cardiff Park Advisors
California
$745K
NWM
243
Navigoe Wealth Management
California
$724K
EWA
244
Elevate Wealth Advisory
Georgia
$714K
HWM
245
HFG Wealth Management
Texas
$707K
TC
246
TAGStone Capital
North Carolina
$702K
AWS
247
Atria Wealth Solutions
New York
$676K
FS
248
Financial Symmetry
North Carolina
$668K
WN
249
Williams & Novak
California
$663K
TWCA
250
Two West Capital Advisors
Kansas
$647K