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Dimensional Short-Duration Fixed Income ETF

399 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 69 funds opening new positions, 231 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
WN
276
Williams & Novak
California
$798K
TFO
277
Timonier Family Office
North Carolina
$793K
EWA
278
Elevate Wealth Advisory
Georgia
$786K
TC
279
TAGStone Capital
North Carolina
$781K
BRPW
280
Ballast Rock Private Wealth
South Carolina
$778K
FFWA
281
Forthright Family Wealth Advisory
Texas
$764K
CPA
282
Cardiff Park Advisors
California
$759K
KF
283
Krilogy Financial
Missouri
$732K
NWM
284
Navigoe Wealth Management
California
$723K
HWA
285
HMV Wealth Advisors
Louisiana
$716K
RCAG
286
Rehmann Capital Advisory Group
Michigan
$712K
ATPW
287
Ashton Thomas Private Wealth
Arizona
$709K
HWM
288
HFG Wealth Management
Texas
$705K
MWM
289
Mission Wealth Management
California
$700K
CL
290
CLG LLC
California
$700K
DFP
291
Donalies Financial Planning
District of Columbia
$699K
EFG
292
Ethos Financial Group
Pennsylvania
$692K
PFA
293
Pinnacle Family Advisors
Missouri
$689K
TWCA
294
Two West Capital Advisors
Kansas
$686K
LEFP
295
Leading Edge Financial Planning
Tennessee
$683K
OMC
296
Old Mission Capital
Illinois
$662K
GM
297
GeoWealth Management
Illinois
$658K
SPWM
298
Straight Path Wealth Management
Michigan
$642K
FS
299
Financial Symmetry
North Carolina
$633K
AIM
300
Advyzon Investment Management
Illinois
$631K