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Dimensional Short-Duration Fixed Income ETF

359 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, 228 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
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
Jones Financial Companies
276
Jones Financial Companies
Missouri
$532K
SA
277
Stewardship Advisors
Pennsylvania
$517K
DFS
278
Dixon Fnancial Services
California
$499K
TAM
279
Titleist Asset Management
Texas
$492K
BCM
280
Brookstone Capital Management
Illinois
$485K
WCM
281
Warburton Capital Management
Oklahoma
$471K
AIM
282
Advyzon Investment Management
Illinois
$465K
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$459K
TWP
284
Triad Wealth Partners
Kansas
$448K
TWM
285
Tanager Wealth Management
United Kingdom
$438K
MCM
286
MAI Capital Management
Ohio
$420K
SC
287
Shearwater Capital
Colorado
$409K
AAM
288
Austin Asset Management
Texas
$409K
SWM
289
Seaside Wealth Management
California
$402K
O3W
290
Omni 360 Wealth
New Jersey
$392K
LG
291
LAM Group
Oregon
$377K
LCWP
292
Legacy Capital Wealth Partners
Arkansas
$372K
LFA
293
Lauterbach Financial Advisors
Texas
$365K
VFP
294
Verus Financial Partners
Virginia
$354K
GM
295
GeoWealth Management
Illinois
$345K
MC
296
Matisse Capital
Oregon
$313K
AHL
297
Abel Hall LLC
Louisiana
$297K
RF
298
rebel Financial
Ohio
$297K
VWM
299
Vermillion Wealth Management
Minnesota
$290K
PL
300
Plancorp LLC
Missouri
$290K