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Dimensional Short-Duration Fixed Income ETF

349 hedge funds and large institutions have $3.59B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 189 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$36.5M
2 +$33.6M
3 +$30.1M
4
W
Wealthquest
Ohio
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.1M

Top Sellers

1 -$22.2M
2 -$14.1M
3 -$13.3M
4
IA
IFP Advisors
Florida
-$10.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Core Wealth Management
Florida
$638K
GJIA
252
Glass Jacobson Investment Advisors
Maryland
$637K
LEFP
253
Leading Edge Financial Planning
Tennessee
$630K
CL
254
CLG LLC
California
$605K
SA
255
Stewardship Advisors
Pennsylvania
$585K
IA
256
IFG Advisory
Georgia
$555K
SW
257
Simplicity Wealth
New Jersey
$554K
CSP
258
Cary Street Partners
Virginia
$552K
FIA
259
Foundations Investment Advisors
Arizona
$536K
HWA
260
HMV Wealth Advisors
Louisiana
$517K
KF
261
Krilogy Financial
Missouri
$490K
TAM
262
Titleist Asset Management
Texas
$490K
PFA
263
Pinnacle Family Advisors
Missouri
$486K
SWGC
264
Summit Wealth Group (Colorado)
Colorado
$468K
DFS
265
Dixon Fnancial Services
California
$465K
SWA
266
Stratos Wealth Advisors
Ohio
$437K
PWP
267
Parkwoods Wealth Partners
New York
$432K
HWM
268
HB Wealth Management
Georgia
$420K
Jones Financial Companies
269
Jones Financial Companies
Missouri
$414K
SC
270
Shearwater Capital
Colorado
$411K
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$409K
AAM
272
Austin Asset Management
Texas
$408K
SWM
273
Seaside Wealth Management
California
$396K
WCM
274
Warburton Capital Management
Oklahoma
$391K
O3W
275
Omni 360 Wealth
New Jersey
$390K