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Dimensional Short-Duration Fixed Income ETF

361 hedge funds and large institutions have $4.09B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 230 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
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
FFWA
251
Forthright Family Wealth Advisory
Texas
$768K
CPA
252
Cardiff Park Advisors
California
$754K
RCAG
253
Rehmann Capital Advisory Group
Michigan
$743K
KF
254
Krilogy Financial
Missouri
$734K
NWM
255
Navigoe Wealth Management
California
$726K
EFG
256
Ethos Financial Group
Pennsylvania
$726K
EWA
257
Elevate Wealth Advisory
Georgia
$716K
LEFP
258
Leading Edge Financial Planning
Tennessee
$708K
WCWM
259
Willow Creek Wealth Management
California
$700K
HWM
260
HFG Wealth Management
Texas
$686K
FFM
261
Forum Financial Management
Illinois
$685K
ATPW
262
Ashton Thomas Private Wealth
Arizona
$679K
CL
263
CLG LLC
California
$678K
CSP
264
Cary Street Partners
Virginia
$669K
TC
265
TAGStone Capital
North Carolina
$668K
BOSSRA
266
B.O.S.S. Retirement Advisors
Utah
$654K
SPWM
267
Straight Path Wealth Management
Michigan
$653K
TWCA
268
Two West Capital Advisors
Kansas
$643K
FS
269
Financial Symmetry
North Carolina
$642K
GJIA
270
Glass Jacobson Investment Advisors
Maryland
$623K
SWA
271
Stratos Wealth Advisors
Ohio
$612K
TCM
272
Tassel Capital Management
North Carolina
$608K
HWA
273
HMV Wealth Advisors
Louisiana
$596K
IA
274
IFG Advisory
Georgia
$566K
CWM
275
Core Wealth Management
Florida
$555K