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Dimensional Short-Duration Fixed Income ETF

406 hedge funds and large institutions have $4.7B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 232 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
VWM
226
Vigil Wealth Management
Florida
$1.89M
SIS
227
Strategic Investment Solutions
Illinois
$1.87M
KAM
228
KEB Asset Management
Illinois
$1.85M
PFA
229
Pillar Financial Advisors
Kentucky
$1.83M
SWM
230
Sentinel Wealth Management
Virginia
$1.79M
KFAS
231
Keating Financial Advisory Services
Kansas
$1.77M
AIS
232
American Investment Services
Massachusetts
$1.72M
Pathstone Holdings
233
Pathstone Holdings
New Jersey
$1.71M
WANY
234
Wealthspire Advisors (New York)
New York
$1.67M
AWMM
235
Aegis Wealth Management (Maryland)
Maryland
$1.66M
Northern Trust
236
Northern Trust
Illinois
$1.62M
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$1.58M
MWM
238
Modera Wealth Management
New Jersey
$1.57M
SAI
239
Savvy Advisors Inc
New York
$1.56M
S4W
240
Solutions 4 Wealth
Texas
$1.45M
B
241
BetterWealth
California
$1.44M
SAM
242
Synergy Asset Management
Washington
$1.44M
AWP
243
Abacus Wealth Partners
California
$1.4M
FWP
244
Firethorn Wealth Partners
Georgia
$1.4M
MFC
245
Morris Financial Concepts
South Carolina
$1.39M
QHA
246
Quarry Hill Advisors
Minnesota
$1.39M
SIC
247
Samalin Investment Counsel
New York
$1.37M
DWM
248
DecisionMap Wealth Management
Virginia
$1.32M
CFP
249
Cypress Financial Planning
New Jersey
$1.3M
SIAG
250
Safeguard Investment Advisory Group
California
$1.29M