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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
LFA
326
Lauterbach Financial Advisors
Texas
$369K
CPW
327
Cogent Private Wealth
Florida
$362K
VFP
328
Verus Financial Partners
Virginia
$354K
IAN
329
Integrated Advisors Network
Texas
$352K
Creative Planning
330
Creative Planning
Kansas
$332K
MC
331
Matisse Capital
Oregon
$312K
CSPIA
332
Cary Street Partners Investment Advisory
Virginia
$305K
SCA
333
Strathmore Capital Advisors
North Carolina
$304K
AHL
334
Abel Hall LLC
Louisiana
$298K
Morgan Stanley
335
Morgan Stanley
New York
$298K
VWM
336
Vermillion Wealth Management
Minnesota
$293K
PL
337
Plancorp LLC
Missouri
$292K
SOS
338
Silver Oak Securities
Tennessee
$288K
JC
339
JM2 Capital
Oklahoma
$286K
WIA
340
World Investment Advisors
California
$284K
EWA
341
EP Wealth Advisors
California
$283K
CF
342
Claris Financial
Virginia
$282K
LCWP
343
Legacy Capital Wealth Partners
Arkansas
$268K
LG
344
LAM Group
Oregon
$267K
CWM
345
Capstone Wealth Management
Montana
$256K
BIG
346
Builder Investment Group
Georgia
$254K
PFPG
347
Pinnacle Financial Partners (Georgia)
Georgia
$254K
MA
348
Mutual Advisors
Nebraska
$253K
SFS
349
Security Financial Services
Indiana
$250K
KFG
350
Kelly Financial Group
Connecticut
$246K