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Dimensional Short-Duration Fixed Income ETF

338 hedge funds and large institutions have $3.28B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 70 reducing their positions, and 20 closing their positions.

Holders
338
Holders Change
+16
Holders Change %
+4.97%
% of All Funds
4.59%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.03%
New
38
Increased
199
Reduced
70
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
301
Security Financial Services
Indiana
$203K +$203K +4,279 New
MFG
302
Merit Financial Group
Georgia
$203K -$11.2K -235 -5%
MA
303
Mutual Advisors
Nebraska
$203K +$203K +4,260 New
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$201K +$201K +4,236 New
Bank of Montreal
305
Bank of Montreal
Ontario, Canada
$180K +$180K +3,795 New
AWM
306
AE Wealth Management
Kansas
$179K -$4.47K -94 -2%
AP
307
Aspect Partners
Virginia
$146K
OC
308
Oakworth Capital
Alabama
$142K +$142K +2,997 New
Jones Financial Companies
309
Jones Financial Companies
Missouri
$137K +$58.8K +1,237 +75%
PS
310
Pinney & Scofield
Massachusetts
$134K +$428 +9 +0.3%
AF
311
Advisornet Financial
Minnesota
$114K +$32.6K +686 +40%
PS
312
Principal Securities
Iowa
$107K
NA
313
NewEdge Advisors
Louisiana
$98.6K +$98.6K +2,074 New
Wells Fargo
314
Wells Fargo
California
$97.2K +$20.8K +437 +27%
ACA
315
Aptus Capital Advisors
Alabama
$96.5K -$2.04K -43 -2%
CCM
316
Coldstream Capital Management
Washington
$91.2K +$91.2K +1,920 New
PMIM
317
Prudent Man Investment Management
Colorado
$86.2K
PWA
318
Physician Wealth Advisors
Utah
$61.9K +$5.37K +113 +9%
PA
319
Parallel Advisors
California
$40.9K
RF
320
Rossby Financial
Florida
$38.9K +$38.9K +817 New
BTI
321
Blue Trust Inc
Georgia
$35.2K
CTC
322
Central Trust Company
Missouri
$30.9K +$30.9K +650 New
MG
323
MilWealth Group
Wisconsin
$27.6K -$176K -3,696 -86%
MFT
324
Moisand Fitzgerald Tamayo
Florida
$26.4K +$143 +3 +0.5%
RWM
325
Rialto Wealth Management
New York
$26.2K