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Dimensional Short-Duration Fixed Income ETF

354 hedge funds and large institutions have $4.07B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 226 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
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
EFG
251
Ethos Financial Group
Pennsylvania
$726K
EWA
252
Elevate Wealth Advisory
Georgia
$716K
LEFP
253
Leading Edge Financial Planning
Tennessee
$708K
WCWM
254
Willow Creek Wealth Management
California
$700K
HWM
255
HFG Wealth Management
Texas
$686K
FFM
256
Forum Financial Management
Illinois
$685K
ATPW
257
Ashton Thomas Private Wealth
Arizona
$679K
CL
258
CLG LLC
California
$678K
CSP
259
Cary Street Partners
Virginia
$669K
TC
260
TAGStone Capital
North Carolina
$668K
BOSSRA
261
B.O.S.S. Retirement Advisors
Utah
$654K
SPWM
262
Straight Path Wealth Management
Michigan
$653K
TWCA
263
Two West Capital Advisors
Kansas
$643K
GJIA
264
Glass Jacobson Investment Advisors
Maryland
$623K
SWA
265
Stratos Wealth Advisors
Ohio
$612K
TCM
266
Tassel Capital Management
North Carolina
$608K
HWA
267
HMV Wealth Advisors
Louisiana
$596K
IA
268
IFG Advisory
Georgia
$566K
CWM
269
Core Wealth Management
Florida
$555K
PFA
270
Pinnacle Family Advisors
Missouri
$543K
Jones Financial Companies
271
Jones Financial Companies
Missouri
$532K
SA
272
Stewardship Advisors
Pennsylvania
$517K
DFS
273
Dixon Fnancial Services
California
$499K
TAM
274
Titleist Asset Management
Texas
$492K
BCM
275
Brookstone Capital Management
Illinois
$485K