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Dimensional Short-Duration Fixed Income ETF

350 hedge funds and large institutions have $3.61B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
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 -$13.3M
3 -$10.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
251
B.O.S.S. Retirement Advisors
Utah
$644K
CWM
252
Core Wealth Management
Florida
$638K
GJIA
253
Glass Jacobson Investment Advisors
Maryland
$637K
LEFP
254
Leading Edge Financial Planning
Tennessee
$630K
CL
255
CLG LLC
California
$605K
SA
256
Stewardship Advisors
Pennsylvania
$585K
IA
257
IFG Advisory
Georgia
$555K
SW
258
Simplicity Wealth
New Jersey
$554K
CSP
259
Cary Street Partners
Virginia
$552K
FIA
260
Foundations Investment Advisors
Arizona
$536K
HWA
261
HMV Wealth Advisors
Louisiana
$517K
KF
262
Krilogy Financial
Missouri
$490K
TAM
263
Titleist Asset Management
Texas
$490K
PFA
264
Pinnacle Family Advisors
Missouri
$486K
SWGC
265
Summit Wealth Group (Colorado)
Colorado
$468K
DFS
266
Dixon Fnancial Services
California
$465K
SWA
267
Stratos Wealth Advisors
Ohio
$437K
PWP
268
Parkwoods Wealth Partners
New York
$432K
HWM
269
HB Wealth Management
Georgia
$420K
Jones Financial Companies
270
Jones Financial Companies
Missouri
$414K
SC
271
Shearwater Capital
Colorado
$411K
OSAM
272
O'Shaughnessy Asset Management
Connecticut
$409K
AAM
273
Austin Asset Management
Texas
$408K
SWM
274
Seaside Wealth Management
California
$396K
WCM
275
Warburton Capital Management
Oklahoma
$391K