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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.

Holders
348
Holders Change
+10
Holders Change %
+2.96%
% of All Funds
4.67%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.02%
New
32
Increased
188
Reduced
98
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
301
Mutual Advisors
Nebraska
$248K +$44K +919 +22%
MT
302
Midwest Trust
Kansas
$246K +$246K +5,118 New
WTA
303
Washington Trust Advisors
Massachusetts
$241K +$5.71K +119 +2%
BIG
304
Builder Investment Group
Georgia
$238K +$1.44K +30 +0.6%
AAP
305
Arax Advisory Partners
Colorado
$238K -$34K -709 -13%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$233K +$212K +4,422 +1,007%
MFG
307
Merit Financial Group
Georgia
$233K +$27.8K +579 +14%
SFS
308
Security Financial Services
Indiana
$227K +$21.1K +440 +10%
DAS
309
Diversify Advisory Services
Utah
$211K +$211K +4,378 New
XT
310
XTX Topco
Cayman Islands
$210K +$210K +4,383 New
PFGIA
311
Patriot Financial Group Insurance Agency
Massachusetts
$205K +$1.34K +28 +0.7%
AWM
312
AE Wealth Management
Kansas
$180K
CTC
313
Central Trust Company
Missouri
$180K +$149K +3,100 +477%
NA
314
NewEdge Advisors
Louisiana
$163K +$63.5K +1,322 +64%
Wells Fargo
315
Wells Fargo
California
$146K +$47.7K +994 +49%
PS
316
Pinney & Scofield
Massachusetts
$137K +$1.49K +31 +1%
OC
317
Oakworth Capital
Alabama
$130K -$13.6K -283 -9%
AF
318
Advisornet Financial
Minnesota
$122K +$6.96K +145 +6%
PS
319
Principal Securities
Iowa
$110K
ACA
320
Aptus Capital Advisors
Alabama
$99.1K +$1.63K +34 +2%
MAS
321
MPWM Advisory Solutions
Georgia
$94.7K +$88.2K +1,838 +1,361%
PMIM
322
Prudent Man Investment Management
Colorado
$86.2K
PWA
323
Physician Wealth Advisors
Utah
$81K +$18.4K +384 +29%
GRP
324
Global Retirement Partners
California
$80.3K +$80.3K +1,673 New
GM
325
GeoWealth Management
Illinois
$79.9K -$305K -6,345 -79%