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Dimensional Short-Duration Fixed Income ETF

348 hedge funds and large institutions have $3.58B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 98 reducing their positions, and 19 closing their positions.

Holders
348
Holders Change
+10
Holders Change %
+2.96%
% of All Funds
4.67%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.02%
New
32
Increased
188
Reduced
98
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GJIA
251
Glass Jacobson Investment Advisors
Maryland
$637K +$20K +416 +3%
LEFP
252
Leading Edge Financial Planning
Tennessee
$630K +$176K +3,658 +39%
CL
253
CLG LLC
California
$605K
SA
254
Stewardship Advisors
Pennsylvania
$585K -$6.82K -142 -1%
IA
255
IFG Advisory
Georgia
$555K +$15.4K +320 +3%
SW
256
Simplicity Wealth
New Jersey
$554K -$5.03M -104,748 -90%
CSP
257
Cary Street Partners
Virginia
$552K +$95.8K +1,996 +21%
FIA
258
Foundations Investment Advisors
Arizona
$536K +$16.6K +345 +3%
HWA
259
HMV Wealth Advisors
Louisiana
$517K +$237K +4,940 +85%
KF
260
Krilogy Financial
Missouri
$490K
TAM
261
Titleist Asset Management
Texas
$490K
PFA
262
Pinnacle Family Advisors
Missouri
$486K -$33.4K -695 -6%
SWGC
263
Summit Wealth Group (Colorado)
Colorado
$468K +$468K +9,741 New
DFS
264
Dixon Fnancial Services
California
$465K -$13.1K -273 -3%
SWA
265
Stratos Wealth Advisors
Ohio
$437K +$73.7K +1,534 +20%
PWP
266
Parkwoods Wealth Partners
New York
$432K +$432K +9,002 New
HWM
267
HB Wealth Management
Georgia
$420K -$33.8K -703 -7%
Jones Financial Companies
268
Jones Financial Companies
Missouri
$414K +$276K +5,756 +200%
SC
269
Shearwater Capital
Colorado
$411K
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$409K
AAM
271
Austin Asset Management
Texas
$408K -$73.2K -1,525 -15%
SWM
272
Seaside Wealth Management
California
$396K +$106K +2,202 +36%
WCM
273
Warburton Capital Management
Oklahoma
$391K +$106K +2,203 +37%
O3W
274
Omni 360 Wealth
New Jersey
$390K
FWM
275
Fonville Wealth Management
Virginia
$381K +$381K +7,935 New