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Dimensional Short-Duration Fixed Income ETF

359 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, 228 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
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
CPA
251
Cardiff Park Advisors
California
$754K
RCAG
252
Rehmann Capital Advisory Group
Michigan
$743K
KF
253
Krilogy Financial
Missouri
$734K
NWM
254
Navigoe Wealth Management
California
$726K
EFG
255
Ethos Financial Group
Pennsylvania
$726K
EWA
256
Elevate Wealth Advisory
Georgia
$716K
LEFP
257
Leading Edge Financial Planning
Tennessee
$708K
WCWM
258
Willow Creek Wealth Management
California
$700K
HWM
259
HFG Wealth Management
Texas
$686K
FFM
260
Forum Financial Management
Illinois
$685K
ATPW
261
Ashton Thomas Private Wealth
Arizona
$679K
CL
262
CLG LLC
California
$678K
CSP
263
Cary Street Partners
Virginia
$669K
TC
264
TAGStone Capital
North Carolina
$668K
BOSSRA
265
B.O.S.S. Retirement Advisors
Utah
$654K
SPWM
266
Straight Path Wealth Management
Michigan
$653K
TWCA
267
Two West Capital Advisors
Kansas
$643K
FS
268
Financial Symmetry
North Carolina
$642K
GJIA
269
Glass Jacobson Investment Advisors
Maryland
$623K
SWA
270
Stratos Wealth Advisors
Ohio
$612K
TCM
271
Tassel Capital Management
North Carolina
$608K
HWA
272
HMV Wealth Advisors
Louisiana
$596K
IA
273
IFG Advisory
Georgia
$566K
CWM
274
Core Wealth Management
Florida
$555K
PFA
275
Pinnacle Family Advisors
Missouri
$543K