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Dimensional Short-Duration Fixed Income ETF

362 hedge funds and large institutions have $4.09B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 230 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 73

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $3.6B → $4.09B (+$488M)

7% more funds holding in top 10

Funds holding in top 10: 7681 (+5)

3% more funds holding

Funds holding: 351362 (+11)

2.51% more ownership

Funds ownership: 75.26%77.77% (+2.5%)

Holders
362
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
4.75%
Holding in Top 10
81
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.58%
% of All Funds
1.06%
New
33
Increased
230
Reduced
73
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PL
301
Plancorp LLC
Missouri
$290K +$4.09K +85 +1%
SOS
302
Silver Oak Securities
Tennessee
$276K +$21.6K +449 +9%
CAM
303
Concorde Asset Management
Michigan
$274K +$273K +5,666 New
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$262K +$1.54K +32 +0.6%
BIG
305
Builder Investment Group
Georgia
$260K +$21.1K +438 +9%
CPA
306
Capital Performance Advisors
California
$259K
MA
307
Mutual Advisors
Nebraska
$255K +$4.43K +92 +2%
AWM
308
AE Wealth Management
Kansas
$254K +$72.8K +1,513 +40%
JWCA
309
J.W. Cole Advisors
Florida
$254K -$9.72K -202 -4%
KFG
310
Kelly Financial Group
Connecticut
$252K -$4.09K -85 -2%
FWS
311
FinDec Wealth Services
California
$246K -$136K -2,822 -36%
SFS
312
Security Financial Services
Indiana
$239K +$11.8K +245 +5%
SCA
313
Strathmore Capital Advisors
North Carolina
$229K +$228K +4,746 New
MFG
314
Merit Financial Group
Georgia
$220K -$13.7K -284 -6%
TWM
315
TCFG Wealth Management
California
$215K -$66.4K -1,380 -24%
MT
316
Midwest Trust
Kansas
$214K -$32.1K -667 -13%
Morgan Stanley
317
Morgan Stanley
New York
$211K +$208K +4,327 +10,302%
IAG
318
Investment Advisory Group
Massachusetts
$210K +$210K +4,365 New
MEG
319
Millstone Evans Group
Colorado
$208K -$122K -2,529 -37%
PFGIA
320
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$1.68K +35 +0.8%
DAS
321
Diversify Advisory Services
Utah
$202K -$8.57K -178 -4%
CTC
322
Central Trust Company
Missouri
$181K
PS
323
Pinney & Scofield
Massachusetts
$179K +$41.9K +870 +30%
NA
324
NewEdge Advisors
Louisiana
$173K +$8.86K +184 +5%
LFG
325
Larson Financial Group
Missouri
$160K +$160K +3,329 New