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Dimensional Short-Duration Fixed Income ETF

399 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 69 funds opening new positions, 231 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
DFS
253
Demming Financial Services
Ohio
$1.23M
SAM
254
Smartleaf Asset Management
Massachusetts
$1.23M
GWA
255
Geometric Wealth Advisors
District of Columbia
$1.23M
Wells Fargo
256
Wells Fargo
California
$1.19M
FWM
257
Forza Wealth Management
Florida
$1.17M
JWM
258
JDH Wealth Management
California
$1.15M
DAS
259
Diversify Advisory Services
Utah
$1.13M
CSP
260
Cary Street Partners
Virginia
$1.1M
PAG
261
Poinciana Advisors Group
Florida
$1.1M
PWM
262
Platform Wealth Management
Utah
$1.09M
AC
263
Applied Capital
Arkansas
$1.08M
BTWM
264
Baker Tilly Wealth Management
Wisconsin
$1.05M
LFS
265
Lutz Financial Services
Nebraska
$1.03M
WAP
266
Wealthcare Advisory Partners
Pennsylvania
$982K
WTA
267
Washington Trust Advisors
Massachusetts
$973K
Mariner
268
Mariner
Kansas
$968K
MOS
269
MGO One Seven
Ohio
$947K
BWM
270
Blossom Wealth Management
California
$887K
UWM
271
USAdvisors Wealth Management
Minnesota
$877K
GWM
272
Geneos Wealth Management
Colorado
$855K
HWM
273
HB Wealth Management
Georgia
$816K
NA
274
Nautilus Advisors
California
$802K
NL
275
NWAM LLC
Washington
$801K