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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
W
26
Wealthquest
Ohio
$31.6M +$2.38M +49,389 +8%
HWM
27
Hemington Wealth Management
Virginia
$30.2M +$2.77M +57,561 +10%
MPW
28
MASECO Private Wealth
$30M +$2.77M +57,546 +10%
SRCM
29
Signature Resources Capital Management
California
$29.6M +$1.64M +34,037 +6%
VT
30
Vise Technologies
New York
$28.9M +$28.8M +599,073 New
MWM
31
Mattern Wealth Management
Kansas
$27.1M +$371K +7,715 +1%
VWA
32
Valued Wealth Advisors
Utah
$25.4M +$2.15M +44,771 +9%
KSWWM
33
Keyes Stange & Wooten Wealth Management
Florida
$25.2M +$982K +20,397 +4%
SWA
34
Sterling Wealth Advisors
Florida
$25.1M -$30.3K -630 -0.1%
GFA
35
Grunden Financial Advisory
Texas
$24.7M +$707K +14,683 +3%
Bank of America
36
Bank of America
North Carolina
$23.4M +$2.77M +57,504 +13%
GOCP
37
Great Oak Capital Partners
Massachusetts
$22.8M +$472K +9,806 +2%
JTWM
38
Jackson Thornton Wealth Management
Alabama
$21.7M +$1.73M +35,953 +9%
IA
39
Integrity Alliance
Iowa
$20.9M +$413K +8,572 +2%
AFGAS
40
Allegiance Financial Group Advisory Services
Virginia
$20.8M +$2.77M +57,602 +15%
LFGO
41
Legacy Financial Group (Oklahoma)
Oklahoma
$20.4M +$606K +12,599 +3%
SIC
42
SJS Investment Consulting
Ohio
$19.6M +$1.65M +34,367 +9%
NWM
43
Northwest Wealth Management
Iowa
$19.5M +$1.24M +25,668 +7%
VF
44
Vestment Financial
Minnesota
$18.9M +$1.76M +36,641 +10%
SF
45
SageOak Financial
Oklahoma
$18.5M +$1.42M +29,461 +8%
EA
46
Eclectic Associates
California
$18.4M +$7.91M +164,431 +76%
VP
47
Verisail Partners
Georgia
$18.1M +$304K +6,315 +2%
SWA
48
Sax Wealth Advisors
New Jersey
$16.9M -$6.2M -128,846 -27%
OFA
49
Onyx Financial Advisors
Idaho
$16.8M +$330K +6,857 +2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$16.7M +$1.55M +32,190 +10%