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Dimensional Short-Duration Fixed Income ETF

394 hedge funds and large institutions have $4.69B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 231 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
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
SI
301
Stirlingshire Investments
New York
$585K
TWP
302
Triad Wealth Partners
Kansas
$573K
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$554K
VFG
304
Victory Financial Group
Texas
$527K
FFM
305
Forum Financial Management
Illinois
$527K
RLIM
306
Red Lighthouse Investment Management
New York
$527K
SA
307
Stewardship Advisors
Pennsylvania
$523K
WCM
308
Warburton Capital Management
Oklahoma
$521K
GJIA
309
Glass Jacobson Investment Advisors
Maryland
$520K
TWM
310
Tanager Wealth Management
United Kingdom
$515K
CWM
311
Core Wealth Management
Florida
$504K
VWA
312
Vistica Wealth Advisors
California
$499K
HKIMG
313
Hutchens & Kramer Investment Management Group
Indiana
$481K
TAM
314
Titleist Asset Management
Texas
$475K
SWGC
315
Summit Wealth Group (Colorado)
Colorado
$437K
MWM
316
McCartney Wealth Management
Missouri
$424K
OP
317
Oath Planning
Oklahoma
$417K
MW
318
Marrick Wealth
California
$414K
SC
319
Shearwater Capital
Colorado
$407K
AAM
320
Austin Asset Management
Texas
$407K
SWM
321
Seaside Wealth Management
California
$407K
PWMG
322
Pioneer Wealth Management Group
Texas
$400K
O3W
323
Omni 360 Wealth
New Jersey
$398K
AWM
324
AE Wealth Management
Kansas
$383K
AC
325
Annandale Capital
Texas
$376K