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Dimensional Short-Duration Fixed Income ETF

348 hedge funds and large institutions have $3.58B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 98 reducing their positions, and 19 closing their positions.

Holders
348
Holders Change
+10
Holders Change %
+2.96%
% of All Funds
4.67%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.02%
New
32
Increased
188
Reduced
98
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
276
Selective Wealth Management
Virginia
$381K +$155K +3,230 +69%
FWS
277
FinDec Wealth Services
California
$380K -$355K -7,400 -48%
VWM
278
Vermillion Wealth Management
Minnesota
$379K +$3.31K +69 +0.9%
LG
279
LAM Group
Oregon
$377K -$960 -20 -0.3%
VFP
280
Verus Financial Partners
Virginia
$352K +$624 +13 +0.2%
SPWM
281
Straight Path Wealth Management
Michigan
$349K +$48 +1 +0%
LCWP
282
Legacy Capital Wealth Partners
Arkansas
$337K +$337K +7,029 New
Comerica Bank
283
Comerica Bank
Texas
$331K
MEG
284
Millstone Evans Group
Colorado
$329K -$745K -15,522 -69%
MSFS
285
Main Street Financial Solutions
Pennsylvania
$320K -$19.1K -397 -6%
PAG
286
Poinciana Advisors Group
Florida
$315K +$101K +2,096 +47%
MC
287
Matisse Capital
Oregon
$312K
AHL
288
Abel Hall LLC
Louisiana
$295K -$19.2K -400 -6%
PL
289
Plancorp LLC
Missouri
$284K -$35.9K -748 -11%
TWM
290
TCFG Wealth Management
California
$281K
RF
291
rebel Financial
Ohio
$281K +$281K +5,847 New
EC
292
Eaton-Cambridge
Arizona
$280K
ETC
293
Exchange Traded Concepts
Oklahoma
$279K +$279K +5,815 New
BIG
294
Brookwood Investment Group
Arizona
$270K -$294K -6,120 -52%
JWCA
295
J.W. Cole Advisors
Florida
$262K +$262K +5,465 New
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$259K -$42.4K -884 -14%
CPA
297
Capital Performance Advisors
California
$258K
KFG
298
Kelly Financial Group
Connecticut
$256K +$256K +5,323 New
SOS
299
Silver Oak Securities
Tennessee
$253K +$5.47K +114 +2%
AIM
300
Advyzon Investment Management
Illinois
$250K +$250K +5,212 New