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Dimensional Short-Duration Fixed Income ETF

394 hedge funds and large institutions have $4.69B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 231 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
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
JP Morgan Chase
251
JP Morgan Chase
New York
$1.26M
CWMA
252
Capstone Wealth Management (Alabama)
Alabama
$1.26M
SAM
253
Smartleaf Asset Management
Massachusetts
$1.23M
GWA
254
Geometric Wealth Advisors
District of Columbia
$1.23M
Wells Fargo
255
Wells Fargo
California
$1.19M
FWM
256
Forza Wealth Management
Florida
$1.17M
JWM
257
JDH Wealth Management
California
$1.15M
DAS
258
Diversify Advisory Services
Utah
$1.13M
CSP
259
Cary Street Partners
Virginia
$1.1M
PAG
260
Poinciana Advisors Group
Florida
$1.1M
PWM
261
Platform Wealth Management
Utah
$1.09M
AC
262
Applied Capital
Arkansas
$1.08M
BTWM
263
Baker Tilly Wealth Management
Wisconsin
$1.05M
LFS
264
Lutz Financial Services
Nebraska
$1.03M
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$982K
WTA
266
Washington Trust Advisors
Massachusetts
$973K
Mariner
267
Mariner
Kansas
$968K
MOS
268
MGO One Seven
Ohio
$947K
BWM
269
Blossom Wealth Management
California
$887K
UWM
270
USAdvisors Wealth Management
Minnesota
$877K
GWM
271
Geneos Wealth Management
Colorado
$855K
HWM
272
HB Wealth Management
Georgia
$816K
NA
273
Nautilus Advisors
California
$802K
NL
274
NWAM LLC
Washington
$801K
WN
275
Williams & Novak
California
$798K