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Dimensional Short-Duration Fixed Income ETF

406 hedge funds and large institutions have $4.7B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 232 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
PA
251
PFG Advisors
Arizona
$1.29M
JP Morgan Chase
252
JP Morgan Chase
New York
$1.26M
CWMA
253
Capstone Wealth Management (Alabama)
Alabama
$1.26M
DFS
254
Demming Financial Services
Ohio
$1.23M
SAM
255
Smartleaf Asset Management
Massachusetts
$1.23M
GWA
256
Geometric Wealth Advisors
District of Columbia
$1.23M
EWP
257
E-Wealth Partners
Minnesota
$1.22M
Wells Fargo
258
Wells Fargo
California
$1.19M
FWM
259
Forza Wealth Management
Florida
$1.17M
JWM
260
JDH Wealth Management
California
$1.15M
DAS
261
Diversify Advisory Services
Utah
$1.13M
CSP
262
Cary Street Partners
Virginia
$1.1M
PAG
263
Poinciana Advisors Group
Florida
$1.1M
PWM
264
Platform Wealth Management
Utah
$1.09M
AC
265
Applied Capital
Arkansas
$1.08M
BTWM
266
Baker Tilly Wealth Management
Wisconsin
$1.05M
LFS
267
Lutz Financial Services
Nebraska
$1.03M
WAP
268
Wealthcare Advisory Partners
Pennsylvania
$982K
WTA
269
Washington Trust Advisors
Massachusetts
$973K
Mariner
270
Mariner
Kansas
$968K
MOS
271
MGO One Seven
Ohio
$947K
BWM
272
Blossom Wealth Management
California
$887K
UWM
273
USAdvisors Wealth Management
Minnesota
$877K
GWM
274
Geneos Wealth Management
Colorado
$855K
HWM
275
HB Wealth Management
Georgia
$816K