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Dimensional Short-Duration Fixed Income ETF

359 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, 228 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
81
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
226
JDH Wealth Management
California
$1.21M
B
227
BetterWealth
California
$1.18M
AC
228
Applied Capital
Arkansas
$1.17M
FWM
229
Forza Wealth Management
Florida
$1.17M
JP Morgan Chase
230
JP Morgan Chase
New York
$1.12M
Wells Fargo
231
Wells Fargo
California
$1.12M
SAM
232
Smartleaf Asset Management
Massachusetts
$1.11M
HKIMG
233
Hutchens & Kramer Investment Management Group
Indiana
$1.04M
KAM
234
KEB Asset Management
Illinois
$1.01M
SAI
235
Savvy Advisors Inc
New York
$991K
Mariner
236
Mariner
Kansas
$977K
WTA
237
Washington Trust Advisors
Massachusetts
$966K
BWM
238
Blossom Wealth Management
California
$912K
CWMA
239
Capstone Wealth Management (Alabama)
Alabama
$889K
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$861K
UWM
241
USAdvisors Wealth Management
Minnesota
$845K
HWM
242
HB Wealth Management
Georgia
$830K
MOS
243
MGO One Seven
Ohio
$816K
PAG
244
Poinciana Advisors Group
Florida
$815K
KSWA
245
Kathleen S. Wright Associates
Pennsylvania
$814K
GWM
246
Geneos Wealth Management
Colorado
$813K
NL
247
NWAM LLC
Washington
$797K
WN
248
Williams & Novak
California
$791K
NA
249
Nautilus Advisors
California
$785K
FFWA
250
Forthright Family Wealth Advisory
Texas
$768K