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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.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$36.5M
2 +$33.6M
3 +$30.1M
4
W
Wealthquest
Ohio
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.1M

Top Sellers

1 -$22.2M
2 -$14.1M
3 -$13.3M
4
IA
IFP Advisors
Florida
-$10.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Selective Wealth Management
Virginia
$381K
FWS
277
FinDec Wealth Services
California
$380K
VWM
278
Vermillion Wealth Management
Minnesota
$379K
LG
279
LAM Group
Oregon
$377K
VFP
280
Verus Financial Partners
Virginia
$352K
SPWM
281
Straight Path Wealth Management
Michigan
$349K
LCWP
282
Legacy Capital Wealth Partners
Arkansas
$337K
Comerica Bank
283
Comerica Bank
Texas
$331K
MEG
284
Millstone Evans Group
Colorado
$329K
MSFS
285
Main Street Financial Solutions
Pennsylvania
$320K
PAG
286
Poinciana Advisors Group
Florida
$315K
MC
287
Matisse Capital
Oregon
$312K
AHL
288
Abel Hall LLC
Louisiana
$295K
PL
289
Plancorp LLC
Missouri
$284K
TWM
290
TCFG Wealth Management
California
$281K
RF
291
rebel Financial
Ohio
$281K
EC
292
Eaton-Cambridge
Arizona
$280K
ETC
293
Exchange Traded Concepts
Oklahoma
$279K
BIG
294
Brookwood Investment Group
Arizona
$270K
JWCA
295
J.W. Cole Advisors
Florida
$262K
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$259K
CPA
297
Capital Performance Advisors
California
$258K
KFG
298
Kelly Financial Group
Connecticut
$256K
SOS
299
Silver Oak Securities
Tennessee
$253K
AIM
300
Advyzon Investment Management
Illinois
$250K