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Dimensional Short-Duration Fixed Income ETF

394 hedge funds and large institutions have $4.69B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 231 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
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
SIS
226
Strategic Investment Solutions
Illinois
$1.87M
KAM
227
KEB Asset Management
Illinois
$1.85M
PFA
228
Pillar Financial Advisors
Kentucky
$1.83M
SWM
229
Sentinel Wealth Management
Virginia
$1.79M
KFAS
230
Keating Financial Advisory Services
Kansas
$1.77M
AIS
231
American Investment Services
Massachusetts
$1.72M
Pathstone Holdings
232
Pathstone Holdings
New Jersey
$1.71M
WANY
233
Wealthspire Advisors (New York)
New York
$1.67M
AWMM
234
Aegis Wealth Management (Maryland)
Maryland
$1.66M
Northern Trust
235
Northern Trust
Illinois
$1.62M
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$1.58M
MWM
237
Modera Wealth Management
New Jersey
$1.57M
SAI
238
Savvy Advisors Inc
New York
$1.56M
S4W
239
Solutions 4 Wealth
Texas
$1.45M
B
240
BetterWealth
California
$1.44M
SAM
241
Synergy Asset Management
Washington
$1.44M
AWP
242
Abacus Wealth Partners
California
$1.4M
FWP
243
Firethorn Wealth Partners
Georgia
$1.4M
MFC
244
Morris Financial Concepts
South Carolina
$1.39M
QHA
245
Quarry Hill Advisors
Minnesota
$1.39M
SIC
246
Samalin Investment Counsel
New York
$1.37M
DWM
247
DecisionMap Wealth Management
Virginia
$1.32M
CFP
248
Cypress Financial Planning
New Jersey
$1.3M
SIAG
249
Safeguard Investment Advisory Group
California
$1.29M
PA
250
PFG Advisors
Arizona
$1.29M