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Dimensional Short-Duration Fixed Income ETF

406 hedge funds and large institutions have $4.7B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 232 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FS
301
Financial Symmetry
North Carolina
$633K
AIM
302
Advyzon Investment Management
Illinois
$631K
EC
303
Eaton-Cambridge
Arizona
$610K
DFS
304
Dixon Fnancial Services
California
$600K
SI
305
Stirlingshire Investments
New York
$585K
TWP
306
Triad Wealth Partners
Kansas
$573K
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$554K
VFG
308
Victory Financial Group
Texas
$527K
FFM
309
Forum Financial Management
Illinois
$527K
RLIM
310
Red Lighthouse Investment Management
New York
$527K
SA
311
Stewardship Advisors
Pennsylvania
$523K
CSW
312
Cogent Strategic Wealth
Illinois
$521K
WCM
313
Warburton Capital Management
Oklahoma
$521K
GJIA
314
Glass Jacobson Investment Advisors
Maryland
$520K
TWM
315
Tanager Wealth Management
United Kingdom
$515K
CWM
316
Core Wealth Management
Florida
$504K
VWA
317
Vistica Wealth Advisors
California
$499K
HKIMG
318
Hutchens & Kramer Investment Management Group
Indiana
$481K
TAM
319
Titleist Asset Management
Texas
$475K
SWGC
320
Summit Wealth Group (Colorado)
Colorado
$437K
MWM
321
McCartney Wealth Management
Missouri
$424K
OP
322
Oath Planning
Oklahoma
$417K
MW
323
Marrick Wealth
California
$414K
SC
324
Shearwater Capital
Colorado
$407K
AAM
325
Austin Asset Management
Texas
$407K