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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
Comerica Bank
326
Comerica Bank
Texas
$140K -$193K -4,000 -58%
AF
327
Advisornet Financial
Minnesota
$134K +$11.9K +247 +10%
PS
328
Principal Securities
Iowa
$113K +$2.89K +60 +3%
ACA
329
Aptus Capital Advisors
Alabama
$109K +$9.67K +201 +10%
National Bank of Canada
330
National Bank of Canada
Quebec, Canada
$105K +$63.8K +1,326 +155%
MAS
331
MPWM Advisory Solutions
Georgia
$95.1K
OC
332
Oakworth Capital
Alabama
$91.3K -$39.5K -820 -30%
PMIM
333
Prudent Man Investment Management
Colorado
$86.2K
PWA
334
Physician Wealth Advisors
Utah
$85.1K +$3.8K +79 +5%
GRP
335
Global Retirement Partners
California
$81.5K +$866 +18 +1%
ASN
336
Advisory Services Network
Georgia
$59.3K +$59.2K +1,231 New
KG
337
Kilter Group
New York
$54.8K +$47.4K +984 +643%
Rockefeller Capital Management
338
Rockefeller Capital Management
New York
$41.9K +$41.9K +870 New
PA
339
Parallel Advisors
California
$41.4K
RF
340
Rossby Financial
Florida
$39.5K
BTI
341
Blue Trust Inc
Georgia
$35.7K
RLIM
342
Red Lighthouse Investment Management
New York
$35.1K
MFT
343
Moisand Fitzgerald Tamayo
Florida
$35K +$7.99K +166 +30%
MWA
344
Medallion Wealth Advisors
Connecticut
$33.9K -$2.02K -42 -6%
HI
345
Harbour Investments
Wisconsin
$33.9K +$15.4K +320 +84%
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$33K -$201K -4,176 -86%
MG
347
MilWealth Group
Wisconsin
$28K
DF
348
DecisionPoint Financial
Arizona
$23.5K
SS
349
Sunbelt Securities
Texas
$20.5K +$20.5K +425 New
OCM
350
Orion Capital Management
California
$20K