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Dimensional Short-Duration Fixed Income ETF

354 hedge funds and large institutions have $4.07B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 226 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
81
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
W
26
Wealthquest
Ohio
$31.6M
HWM
27
Hemington Wealth Management
Virginia
$30.2M
MPW
28
MASECO Private Wealth
$30M
SRCM
29
Signature Resources Capital Management
California
$29.6M
VT
30
Vise Technologies
New York
$28.9M
MWM
31
Mattern Wealth Management
Kansas
$27.1M
VWA
32
Valued Wealth Advisors
Utah
$25.4M
KSWWM
33
Keyes Stange & Wooten Wealth Management
Florida
$25.2M
SWA
34
Sterling Wealth Advisors
Florida
$25.1M
GFA
35
Grunden Financial Advisory
Texas
$24.7M
Bank of America
36
Bank of America
North Carolina
$23.4M
GOCP
37
Great Oak Capital Partners
Massachusetts
$22.8M
JTWM
38
Jackson Thornton Wealth Management
Alabama
$21.7M
IA
39
Integrity Alliance
Iowa
$20.9M
AFGAS
40
Allegiance Financial Group Advisory Services
Virginia
$20.8M
LFGO
41
Legacy Financial Group (Oklahoma)
Oklahoma
$20.4M
SIC
42
SJS Investment Consulting
Ohio
$19.6M
NWM
43
Northwest Wealth Management
Iowa
$19.5M
VF
44
Vestment Financial
Minnesota
$18.9M
SF
45
SageOak Financial
Oklahoma
$18.5M
EA
46
Eclectic Associates
California
$18.4M
VP
47
Verisail Partners
Georgia
$18.1M
SWA
48
Sax Wealth Advisors
New Jersey
$16.9M
OFA
49
Onyx Financial Advisors
Idaho
$16.8M
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$16.7M