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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.

New
Increased
Maintained
Reduced
Closed
Holders
348
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 -$14.1M
3 -$13.3M
4
IA
IFP Advisors
Florida
-$10.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
301
Mutual Advisors
Nebraska
$248K
MT
302
Midwest Trust
Kansas
$246K
WTA
303
Washington Trust Advisors
Massachusetts
$241K
BIG
304
Builder Investment Group
Georgia
$238K
AAP
305
Arax Advisory Partners
Colorado
$238K
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$233K
MFG
307
Merit Financial Group
Georgia
$233K
SFS
308
Security Financial Services
Indiana
$227K
DAS
309
Diversify Advisory Services
Utah
$211K
XT
310
XTX Topco
Cayman Islands
$210K
PFGIA
311
Patriot Financial Group Insurance Agency
Massachusetts
$205K
AWM
312
AE Wealth Management
Kansas
$180K
CTC
313
Central Trust Company
Missouri
$180K
NA
314
NewEdge Advisors
Louisiana
$163K
Wells Fargo
315
Wells Fargo
California
$146K
PS
316
Pinney & Scofield
Massachusetts
$137K
OC
317
Oakworth Capital
Alabama
$130K
AF
318
Advisornet Financial
Minnesota
$122K
PS
319
Principal Securities
Iowa
$110K
ACA
320
Aptus Capital Advisors
Alabama
$99.1K
MAS
321
MPWM Advisory Solutions
Georgia
$94.7K
PMIM
322
Prudent Man Investment Management
Colorado
$86.2K
PWA
323
Physician Wealth Advisors
Utah
$81K
GRP
324
Global Retirement Partners
California
$80.3K
GM
325
GeoWealth Management
Illinois
$79.9K