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Dimensional Short-Duration Fixed Income ETF

362 hedge funds and large institutions have $4.09B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 230 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 73

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $3.6B → $4.09B (+$488M)

7% more funds holding in top 10

Funds holding in top 10: 7681 (+5)

3% more funds holding

Funds holding: 351362 (+11)

2.51% more ownership

Funds ownership: 75.26%77.77% (+2.5%)

Holders
362
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
4.75%
Holding in Top 10
81
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.58%
% of All Funds
1.06%
New
33
Increased
230
Reduced
73
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
226
Geometric Wealth Advisors
District of Columbia
$1.24M +$282K +5,868 +30%
JWM
227
JDH Wealth Management
California
$1.21M +$176K +3,664 +17%
B
228
BetterWealth
California
$1.18M -$67.7K -1,406 -5%
AC
229
Applied Capital
Arkansas
$1.17M -$25.7K -535 -2%
FWM
230
Forza Wealth Management
Florida
$1.17M +$1.17M +24,300 New
JP Morgan Chase
231
JP Morgan Chase
New York
$1.12M -$81.7K -1,698 -7%
Wells Fargo
232
Wells Fargo
California
$1.12M +$969K +20,133 +662%
SAM
233
Smartleaf Asset Management
Massachusetts
$1.11M +$94.3K +1,960 +9%
HKIMG
234
Hutchens & Kramer Investment Management Group
Indiana
$1.04M -$243K -5,057 -19%
KAM
235
KEB Asset Management
Illinois
$1.01M +$81.1K +1,686 +9%
SAI
236
Savvy Advisors Inc
New York
$991K +$990K +20,568 New
Mariner
237
Mariner
Kansas
$977K -$12.3K -255 -1%
WTA
238
Washington Trust Advisors
Massachusetts
$966K +$722K +15,010 +298%
BWM
239
Blossom Wealth Management
California
$912K +$60.9K +1,266 +7%
CWMA
240
Capstone Wealth Management (Alabama)
Alabama
$889K +$104K +2,159 +13%
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$861K +$103K +2,145 +14%
UWM
242
USAdvisors Wealth Management
Minnesota
$845K -$16.3K -339 -2%
HWM
243
HB Wealth Management
Georgia
$830K +$408K +8,477 +97%
MOS
244
MGO One Seven
Ohio
$816K +$815K +16,936 New
PAG
245
Poinciana Advisors Group
Florida
$815K +$498K +10,352 +158%
KSWA
246
Kathleen S. Wright Associates
Pennsylvania
$814K
GWM
247
Geneos Wealth Management
Colorado
$813K -$57.8K -1,202 -7%
NL
248
NWAM LLC
Washington
$799K +$4.72K +98 +0.6%
WN
249
Williams & Novak
California
$791K +$125K +2,601 +19%
NA
250
Nautilus Advisors
California
$785K +$626 +13 +0.1%