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Dimensional Short-Duration Fixed Income ETF

338 hedge funds and large institutions have $3.28B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+16
Holders Change %
+4.97%
% of All Funds
4.59%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.03%
New
38
Increased
199
Reduced
70
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ATPW
276
Ashton Thomas Private Wealth
Arizona
$326K +$38.1K +801 +13%
PCIA
277
Prime Capital Investment Advisors
Kansas
$323K +$323K +6,800 New
PL
278
Plancorp LLC
Missouri
$317K +$84K +1,768 +36%
AHL
279
Abel Hall LLC
Louisiana
$311K +$105K +2,207 +51%
MC
280
Matisse Capital
Oregon
$309K
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$298K -$33.8K -713 -10%
APW
282
Austin Private Wealth
Texas
$297K +$297K +6,244 New
SWM
283
Seaside Wealth Management
California
$288K +$1.38K +29 +0.5%
WCM
284
Warburton Capital Management
Oklahoma
$282K +$64.5K +1,362 +30%
TWM
285
TCFG Wealth Management
California
$278K -$44.5K -937 -14%
EC
286
Eaton-Cambridge
Arizona
$277K +$277K +5,831 New
CMP
287
Coston McIsaac & Partners
Maine
$277K +$1.42K +30 +0.5%
HWA
288
HMV Wealth Advisors
Louisiana
$277K +$277K +5,820 New
AAP
289
Arax Advisory Partners
Colorado
$269K -$166K -3,487 -38%
CPA
290
Capital Performance Advisors
California
$255K
CPCM
291
Cardinal Point Capital Management
Ontario, Canada
$251K +$251K +5,273 New
FCI
292
Financial Counselors Inc
Kansas
$248K +$248K +5,219 New
SOS
293
Silver Oak Securities
Tennessee
$245K -$7.89K -166 -3%
BIG
294
Builder Investment Group
Georgia
$234K +$25.8K +542 +12%
WTA
295
Washington Trust Advisors
Massachusetts
$233K +$22.8K +480 +11%
CAM
296
Concorde Asset Management
Michigan
$229K +$2.85K +60 +1%
HH
297
Hilltop Holdings
Texas
$226K -$100K -2,105 -31%
SWM
298
Selective Wealth Management
Virginia
$221K
PAG
299
Poinciana Advisors Group
Florida
$212K -$1.52K -32 -0.7%
HSG
300
Helen Stephens Group
Texas
$204K -$1.33K -28 -0.6%