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Dimensional Short-Duration Fixed Income ETF

350 hedge funds and large institutions have $3.61B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$36.5M
2 +$33.6M
3 +$30.1M
4
W
Wealthquest
Ohio
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.1M

Top Sellers

1 -$22.2M
2 -$13.3M
3 -$10.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
301
Silver Oak Securities
Tennessee
$253K
AIM
302
Advyzon Investment Management
Illinois
$250K
MA
303
Mutual Advisors
Nebraska
$248K
MT
304
Midwest Trust
Kansas
$246K
WTA
305
Washington Trust Advisors
Massachusetts
$241K
BIG
306
Builder Investment Group
Georgia
$238K
AAP
307
Arax Advisory Partners
Colorado
$238K
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$233K
MFG
309
Merit Financial Group
Georgia
$233K
SFS
310
Security Financial Services
Indiana
$227K
DAS
311
Diversify Advisory Services
Utah
$211K
XT
312
XTX Topco
Cayman Islands
$210K
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$205K
AWM
314
AE Wealth Management
Kansas
$180K
CTC
315
Central Trust Company
Missouri
$180K
NA
316
NewEdge Advisors
Louisiana
$163K
Wells Fargo
317
Wells Fargo
California
$146K
PS
318
Pinney & Scofield
Massachusetts
$137K
OC
319
Oakworth Capital
Alabama
$130K
AF
320
Advisornet Financial
Minnesota
$122K
PS
321
Principal Securities
Iowa
$110K
ACA
322
Aptus Capital Advisors
Alabama
$99.1K
MAS
323
MPWM Advisory Solutions
Georgia
$94.7K
PMIM
324
Prudent Man Investment Management
Colorado
$86.2K
PWA
325
Physician Wealth Advisors
Utah
$81K