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Dimensional Short-Duration Fixed Income ETF

362 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, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 73

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $3.6B → $4.09B (+$488M)

7% more funds holding in top 10

Funds holding in top 10: 7681 (+5)

3% more funds holding

Funds holding: 351362 (+11)

2.51% more ownership

Funds ownership: 75.26%77.77% (+2.5%)

Holders
362
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
4.75%
Holding in Top 10
81
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.58%
% of All Funds
1.06%
New
33
Increased
230
Reduced
73
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
251
Forthright Family Wealth Advisory
Texas
$768K +$96 +2 +0%
CPA
252
Cardiff Park Advisors
California
$754K +$5.82K +121 +0.8%
RCAG
253
Rehmann Capital Advisory Group
Michigan
$743K -$503K -10,445 -40%
KF
254
Krilogy Financial
Missouri
$734K +$241K +5,018 +49%
NWM
255
Navigoe Wealth Management
California
$726K
EFG
256
Ethos Financial Group
Pennsylvania
$726K -$30.8K -639 -4%
EWA
257
Elevate Wealth Advisory
Georgia
$716K
LEFP
258
Leading Edge Financial Planning
Tennessee
$708K +$74.8K +1,555 +12%
WCWM
259
Willow Creek Wealth Management
California
$700K +$699K +14,532 New
HWM
260
HFG Wealth Management
Texas
$686K -$31.4K -652 -4%
FFM
261
Forum Financial Management
Illinois
$685K -$106K -2,208 -13%
ATPW
262
Ashton Thomas Private Wealth
Arizona
$679K -$227K -4,707 -25%
CL
263
CLG LLC
California
$678K +$70.3K +1,460 +12%
CSP
264
Cary Street Partners
Virginia
$669K +$116K +2,404 +21%
TC
265
TAGStone Capital
North Carolina
$668K -$34.2K -711 -5%
BOSSRA
266
B.O.S.S. Retirement Advisors
Utah
$654K +$7.51K +156 +1%
SPWM
267
Straight Path Wealth Management
Michigan
$653K +$302K +6,283 +87%
TWCA
268
Two West Capital Advisors
Kansas
$643K -$9.77K -203 -2%
FS
269
Financial Symmetry
North Carolina
$642K -$29.3K -609 -4%
GJIA
270
Glass Jacobson Investment Advisors
Maryland
$623K -$16.4K -341 -3%
SWA
271
Stratos Wealth Advisors
Ohio
$612K +$174K +3,606 +40%
TCM
272
Tassel Capital Management
North Carolina
$608K -$433K -8,997 -42%
HWA
273
HMV Wealth Advisors
Louisiana
$596K +$77.7K +1,615 +15%
IA
274
IFG Advisory
Georgia
$566K +$8.95K +186 +2%
CWM
275
Core Wealth Management
Florida
$555K -$86.1K -1,789 -13%