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Dimensional Short-Duration Fixed Income ETF

361 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, 230 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
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
PFA
276
Pinnacle Family Advisors
Missouri
$543K
Jones Financial Companies
277
Jones Financial Companies
Missouri
$532K
SA
278
Stewardship Advisors
Pennsylvania
$517K
DFS
279
Dixon Fnancial Services
California
$499K
TAM
280
Titleist Asset Management
Texas
$492K
BCM
281
Brookstone Capital Management
Illinois
$485K
WCM
282
Warburton Capital Management
Oklahoma
$471K
AIM
283
Advyzon Investment Management
Illinois
$465K
OSAM
284
O'Shaughnessy Asset Management
Connecticut
$459K
TWP
285
Triad Wealth Partners
Kansas
$448K
TWM
286
Tanager Wealth Management
United Kingdom
$438K
MCM
287
MAI Capital Management
Ohio
$420K
SC
288
Shearwater Capital
Colorado
$409K
AAM
289
Austin Asset Management
Texas
$409K
SWM
290
Seaside Wealth Management
California
$402K
O3W
291
Omni 360 Wealth
New Jersey
$392K
LG
292
LAM Group
Oregon
$377K
LCWP
293
Legacy Capital Wealth Partners
Arkansas
$372K
LFA
294
Lauterbach Financial Advisors
Texas
$365K
VFP
295
Verus Financial Partners
Virginia
$354K
GM
296
GeoWealth Management
Illinois
$345K
MC
297
Matisse Capital
Oregon
$313K
AHL
298
Abel Hall LLC
Louisiana
$297K
RF
299
rebel Financial
Ohio
$297K
VWM
300
Vermillion Wealth Management
Minnesota
$290K