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Dimensional Short-Duration Fixed Income ETF

349 hedge funds and large institutions have $3.59B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 189 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
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 -$14.1M
3 -$13.3M
4
IA
IFP Advisors
Florida
-$10.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
226
Geometric Wealth Advisors
District of Columbia
$954K
KAM
227
KEB Asset Management
Illinois
$927K
ATPW
228
Ashton Thomas Private Wealth
Arizona
$902K
GWM
229
Geneos Wealth Management
Colorado
$868K
UWM
230
USAdvisors Wealth Management
Minnesota
$858K
KAM
231
Kraft Asset Management
Tennessee
$858K
BWM
232
Blossom Wealth Management
California
$848K
KSWA
233
Kathleen S. Wright Associates
Pennsylvania
$811K
FFM
234
Forum Financial Management
Illinois
$789K
NL
235
NWAM LLC
Washington
$785K
CWMA
236
Capstone Wealth Management (Alabama)
Alabama
$782K
NA
237
Nautilus Advisors
California
$781K
FFWA
238
Forthright Family Wealth Advisory
Texas
$765K
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$754K
EFG
240
Ethos Financial Group
Pennsylvania
$754K
CPA
241
Cardiff Park Advisors
California
$745K
NWM
242
Navigoe Wealth Management
California
$724K
EWA
243
Elevate Wealth Advisory
Georgia
$714K
HWM
244
HFG Wealth Management
Texas
$707K
TC
245
TAGStone Capital
North Carolina
$702K
AWS
246
Atria Wealth Solutions
New York
$676K
FS
247
Financial Symmetry
North Carolina
$668K
WN
248
Williams & Novak
California
$663K
TWCA
249
Two West Capital Advisors
Kansas
$647K
BOSSRA
250
B.O.S.S. Retirement Advisors
Utah
$644K