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Dimensional Short-Duration Fixed Income ETF

361 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, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
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
GWA
226
Geometric Wealth Advisors
District of Columbia
$1.24M
JWM
227
JDH Wealth Management
California
$1.21M
B
228
BetterWealth
California
$1.18M
AC
229
Applied Capital
Arkansas
$1.17M
FWM
230
Forza Wealth Management
Florida
$1.17M
JP Morgan Chase
231
JP Morgan Chase
New York
$1.12M
Wells Fargo
232
Wells Fargo
California
$1.12M
SAM
233
Smartleaf Asset Management
Massachusetts
$1.11M
HKIMG
234
Hutchens & Kramer Investment Management Group
Indiana
$1.04M
KAM
235
KEB Asset Management
Illinois
$1.01M
SAI
236
Savvy Advisors Inc
New York
$991K
Mariner
237
Mariner
Kansas
$977K
WTA
238
Washington Trust Advisors
Massachusetts
$966K
BWM
239
Blossom Wealth Management
California
$912K
CWMA
240
Capstone Wealth Management (Alabama)
Alabama
$889K
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$861K
UWM
242
USAdvisors Wealth Management
Minnesota
$845K
HWM
243
HB Wealth Management
Georgia
$830K
MOS
244
MGO One Seven
Ohio
$816K
PAG
245
Poinciana Advisors Group
Florida
$815K
KSWA
246
Kathleen S. Wright Associates
Pennsylvania
$814K
GWM
247
Geneos Wealth Management
Colorado
$813K
NL
248
NWAM LLC
Washington
$799K
WN
249
Williams & Novak
California
$791K
NA
250
Nautilus Advisors
California
$785K