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Dimensional Short-Duration Fixed Income ETF

399 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 69 funds opening new positions, 231 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
O3W
326
Omni 360 Wealth
New Jersey
$398K
AWM
327
AE Wealth Management
Kansas
$383K
AC
328
Annandale Capital
Texas
$376K
LFA
329
Lauterbach Financial Advisors
Texas
$369K
CPW
330
Cogent Private Wealth
Florida
$362K
VFP
331
Verus Financial Partners
Virginia
$354K
IAN
332
Integrated Advisors Network
Texas
$352K
Creative Planning
333
Creative Planning
Kansas
$332K
WIA
334
World Investment Advisors
California
$312K
MC
335
Matisse Capital
Oregon
$312K
CSPIA
336
Cary Street Partners Investment Advisory
Virginia
$305K
SCA
337
Strathmore Capital Advisors
North Carolina
$304K
AHL
338
Abel Hall LLC
Louisiana
$298K
Morgan Stanley
339
Morgan Stanley
New York
$298K
VWM
340
Vermillion Wealth Management
Minnesota
$293K
PL
341
Plancorp LLC
Missouri
$292K
SOS
342
Silver Oak Securities
Tennessee
$288K
JC
343
JM2 Capital
Oklahoma
$286K
EWA
344
EP Wealth Advisors
California
$283K
CF
345
Claris Financial
Virginia
$282K
LCWP
346
Legacy Capital Wealth Partners
Arkansas
$268K
LG
347
LAM Group
Oregon
$267K
CWM
348
Capstone Wealth Management
Montana
$256K
BIG
349
Builder Investment Group
Georgia
$254K
PFPG
350
Pinnacle Financial Partners (Georgia)
Georgia
$254K