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Dimensional Short-Duration Fixed Income ETF

406 hedge funds and large institutions have $4.7B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 232 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
NA
276
Nautilus Advisors
California
$802K
NL
277
NWAM LLC
Washington
$801K
WN
278
Williams & Novak
California
$798K
TFO
279
Timonier Family Office
North Carolina
$793K
EWA
280
Elevate Wealth Advisory
Georgia
$786K
TC
281
TAGStone Capital
North Carolina
$781K
BRPW
282
Ballast Rock Private Wealth
South Carolina
$778K
FFWA
283
Forthright Family Wealth Advisory
Texas
$764K
CPA
284
Cardiff Park Advisors
California
$759K
KF
285
Krilogy Financial
Missouri
$732K
NWM
286
Navigoe Wealth Management
California
$723K
HWA
287
HMV Wealth Advisors
Louisiana
$716K
RCAG
288
Rehmann Capital Advisory Group
Michigan
$712K
ATPW
289
Ashton Thomas Private Wealth
Arizona
$709K
HWM
290
HFG Wealth Management
Texas
$705K
MWM
291
Mission Wealth Management
California
$700K
CL
292
CLG LLC
California
$700K
DFP
293
Donalies Financial Planning
District of Columbia
$699K
EFG
294
Ethos Financial Group
Pennsylvania
$692K
PFA
295
Pinnacle Family Advisors
Missouri
$689K
TWCA
296
Two West Capital Advisors
Kansas
$686K
LEFP
297
Leading Edge Financial Planning
Tennessee
$683K
OMC
298
Old Mission Capital
Illinois
$662K
GM
299
GeoWealth Management
Illinois
$658K
SPWM
300
Straight Path Wealth Management
Michigan
$642K