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Dimensional Short-Duration Fixed Income ETF

348 hedge funds and large institutions have $3.58B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
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
GJIA
251
Glass Jacobson Investment Advisors
Maryland
$637K
LEFP
252
Leading Edge Financial Planning
Tennessee
$630K
CL
253
CLG LLC
California
$605K
SA
254
Stewardship Advisors
Pennsylvania
$585K
IA
255
IFG Advisory
Georgia
$555K
SW
256
Simplicity Wealth
New Jersey
$554K
CSP
257
Cary Street Partners
Virginia
$552K
FIA
258
Foundations Investment Advisors
Arizona
$536K
HWA
259
HMV Wealth Advisors
Louisiana
$517K
KF
260
Krilogy Financial
Missouri
$490K
TAM
261
Titleist Asset Management
Texas
$490K
PFA
262
Pinnacle Family Advisors
Missouri
$486K
SWGC
263
Summit Wealth Group (Colorado)
Colorado
$468K
DFS
264
Dixon Fnancial Services
California
$465K
SWA
265
Stratos Wealth Advisors
Ohio
$437K
PWP
266
Parkwoods Wealth Partners
New York
$432K
HWM
267
HB Wealth Management
Georgia
$420K
Jones Financial Companies
268
Jones Financial Companies
Missouri
$414K
SC
269
Shearwater Capital
Colorado
$411K
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$409K
AAM
271
Austin Asset Management
Texas
$408K
SWM
272
Seaside Wealth Management
California
$396K
WCM
273
Warburton Capital Management
Oklahoma
$391K
O3W
274
Omni 360 Wealth
New Jersey
$390K
FWM
275
Fonville Wealth Management
Virginia
$381K