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Dimensional Short-Duration Fixed Income ETF

338 hedge funds and large institutions have $3.28B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+16
Holders Change %
+4.97%
% of All Funds
4.59%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.03%
New
38
Increased
199
Reduced
70
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
251
IFG Advisory
Georgia
$534K +$6.8K +143 +1%
WN
252
Williams & Novak
California
$520K +$520K +10,932 New
PFA
253
Pinnacle Family Advisors
Missouri
$514K -$61.4K -1,292 -11%
FIA
254
Foundations Investment Advisors
Arizona
$514K +$514K +10,814 New
SIG
255
Spinnaker Investment Group
California
$507K -$109K -2,286 -18%
KF
256
Krilogy Financial
Missouri
$485K +$485K +10,216 New
TAM
257
Titleist Asset Management
Texas
$485K
AAM
258
Austin Asset Management
Texas
$476K
DFS
259
Dixon Fnancial Services
California
$473K +$17.3K +365 +4%
Cerity Partners
260
Cerity Partners
New York
$462K -$24.3K -512 -5%
CSP
261
Cary Street Partners
Virginia
$451K +$81.6K +1,718 +22%
LEFP
262
Leading Edge Financial Planning
Tennessee
$450K -$3.09K -65 -0.7%
HWM
263
HB Wealth Management
Georgia
$449K +$449K +9,457 New
WAN
264
Wealth Advisors Northwest
Oregon
$443K +$199K +4,194 +82%
SC
265
Shearwater Capital
Colorado
$407K
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$404K +$190K +4,005 +89%
O3W
267
Omni 360 Wealth
New Jersey
$386K
GM
268
GeoWealth Management
Illinois
$381K +$341K +7,167 +850%
LG
269
LAM Group
Oregon
$374K
VWM
270
Vermillion Wealth Management
Minnesota
$372K -$33.5K -706 -8%
SWA
271
Stratos Wealth Advisors
Ohio
$359K +$359K +7,561 New
VFP
272
Verus Financial Partners
Virginia
$347K +$379 +8 +0.1%
SPWM
273
Straight Path Wealth Management
Michigan
$345K -$80.4K -1,692 -19%
MSFS
274
Main Street Financial Solutions
Pennsylvania
$336K +$47.4K +998 +16%
Comerica Bank
275
Comerica Bank
Texas
$328K +$45.5K +958 +16%