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Dimensional Short-Duration Fixed Income ETF

362 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, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 73

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $3.6B → $4.09B (+$488M)

7% more funds holding in top 10

Funds holding in top 10: 7681 (+5)

3% more funds holding

Funds holding: 351362 (+11)

2.51% more ownership

Funds ownership: 75.26%77.77% (+2.5%)

Holders
362
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
4.75%
Holding in Top 10
81
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.58%
% of All Funds
1.06%
New
33
Increased
230
Reduced
73
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
276
Pinnacle Family Advisors
Missouri
$543K +$55.3K +1,149 +11%
Jones Financial Companies
277
Jones Financial Companies
Missouri
$532K +$117K +2,428 +28%
SA
278
Stewardship Advisors
Pennsylvania
$517K -$70K -1,455 -12%
DFS
279
Dixon Fnancial Services
California
$499K +$31.7K +659 +7%
TAM
280
Titleist Asset Management
Texas
$492K
BCM
281
Brookstone Capital Management
Illinois
$485K +$484K +10,057 New
WCM
282
Warburton Capital Management
Oklahoma
$471K +$77.9K +1,618 +20%
AIM
283
Advyzon Investment Management
Illinois
$465K +$214K +4,443 +85%
OSAM
284
O'Shaughnessy Asset Management
Connecticut
$459K +$48.6K +1,009 +12%
TWP
285
Triad Wealth Partners
Kansas
$448K +$447K +9,294 New
TWM
286
Tanager Wealth Management
United Kingdom
$438K +$437K +9,079 New
MCM
287
MAI Capital Management
Ohio
$420K +$420K +8,721 New
SC
288
Shearwater Capital
Colorado
$409K -$3.85K -80 -0.9%
AAM
289
Austin Asset Management
Texas
$409K
SWM
290
Seaside Wealth Management
California
$402K +$4.38K +91 +1%
O3W
291
Omni 360 Wealth
New Jersey
$392K +$193 +4 +0%
LG
292
LAM Group
Oregon
$377K -$1.44K -30 -0.4%
LCWP
293
Legacy Capital Wealth Partners
Arkansas
$372K +$33K +685 +10%
LFA
294
Lauterbach Financial Advisors
Texas
$365K +$365K +7,575 New
VFP
295
Verus Financial Partners
Virginia
$354K +$818 +17 +0.2%
GM
296
GeoWealth Management
Illinois
$345K +$264K +5,487 +330%
MC
297
Matisse Capital
Oregon
$313K
AHL
298
Abel Hall LLC
Louisiana
$297K +$1.01K +21 +0.3%
RF
299
rebel Financial
Ohio
$297K -$281K -5,847 Closed
VWM
300
Vermillion Wealth Management
Minnesota
$290K -$90.7K -1,885 -24%