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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
TFO
276
Timonier Family Office
North Carolina
$793K
EWA
277
Elevate Wealth Advisory
Georgia
$786K
TC
278
TAGStone Capital
North Carolina
$781K
BRPW
279
Ballast Rock Private Wealth
South Carolina
$778K
FFWA
280
Forthright Family Wealth Advisory
Texas
$764K
CPA
281
Cardiff Park Advisors
California
$759K
KF
282
Krilogy Financial
Missouri
$732K
NWM
283
Navigoe Wealth Management
California
$723K
HWA
284
HMV Wealth Advisors
Louisiana
$716K
ATPW
285
Ashton Thomas Private Wealth
Arizona
$709K
HWM
286
HFG Wealth Management
Texas
$705K
MWM
287
Mission Wealth Management
California
$700K
CL
288
CLG LLC
California
$700K
DFP
289
Donalies Financial Planning
District of Columbia
$699K
EFG
290
Ethos Financial Group
Pennsylvania
$692K
PFA
291
Pinnacle Family Advisors
Missouri
$689K
TWCA
292
Two West Capital Advisors
Kansas
$686K
LEFP
293
Leading Edge Financial Planning
Tennessee
$683K
OMC
294
Old Mission Capital
Illinois
$662K
GM
295
GeoWealth Management
Illinois
$658K
SPWM
296
Straight Path Wealth Management
Michigan
$642K
FS
297
Financial Symmetry
North Carolina
$633K
AIM
298
Advyzon Investment Management
Illinois
$631K
EC
299
Eaton-Cambridge
Arizona
$610K
DFS
300
Dixon Fnancial Services
California
$600K