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Dimensional Short-Duration Fixed Income ETF

338 hedge funds and large institutions have $3.28B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 70 reducing their positions, and 20 closing their positions.

Holders
338
Holders Change
+16
Holders Change %
+4.97%
% of All Funds
4.59%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.03%
New
38
Increased
199
Reduced
70
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
326
Orion Capital Management
California
$24.8K
DF
327
DecisionPoint Financial
Arizona
$23.1K
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$20.9K +$20.4K +430 +4,778%
HI
329
Harbour Investments
Wisconsin
$18.2K
Morgan Stanley
330
Morgan Stanley
New York
$14.7K -$187K -3,933 -93%
SN
331
Sittner & Nelson
Oregon
$11.8K +$11.8K +249 New
CPG
332
Cornerstone Planning Group
New Jersey
$9.42K +$9.42K +199 New
BGWM
333
Bridge Generations Wealth Management
Florida
$7.41K +$4.9K +103 +194%
NC
334
North Capital
Utah
$6.75K +$6.75K +142 New
MAS
335
MPWM Advisory Solutions
Georgia
$6.42K
NRG
336
Nemes Rush Group
Michigan
$5.99K
CMBA
337
C.M. Bidwell & Associates
Hawaii
$5.37K
T
338
Transce3nd
Texas
$3.14K +$3.14K +66 New
EFP
339
Elser Financial Planning
Indiana
-$33.3M -709,717 Closed
SIM
340
Stratos Investment Management
Ohio
-$1.16M -24,799 Closed
WP
341
WMS Partners
Maryland
-$506K -10,788 Closed
FF
342
Francis Financial
-$366K -7,801 Closed
SAI
343
Savvy Advisors Inc
New York
-$329K -7,009 Closed
IFPG
344
Intrepid Financial Planning Group
Indiana
-$310K -6,605 Closed
Thrivent Financial for Lutherans
345
Thrivent Financial for Lutherans
Minnesota
-$269K -5,747 Closed
FG
346
Foster Group
Iowa
-$226K -4,811 Closed
JSW
347
Journey Strategic Wealth
New Jersey
-$211K -4,498 Closed
Brown Advisory
348
Brown Advisory
Maryland
-$202K -4,300 Closed
TWC
349
TD Waterhouse Canada
Ontario, Canada
-$59.7K -1,276 Closed
RLIM
350
Red Lighthouse Investment Management
New York
-$34.2K -729 Closed