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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
Osaic Holdings
51
Osaic Holdings
Arizona
$16.5M
BWA
52
BCU Wealth Advisors
Illinois
$16.2M
LPL Financial
53
LPL Financial
California
$16.1M
WAG
54
Wheelhouse Advisory Group
Missouri
$15.7M
PCA
55
Prosperity Capital Advisors
Ohio
$15.6M
SHFA
56
SC&H Financial Advisors
Maryland
$15.3M
VAS
57
Vestmark Advisory Solutions
Massachusetts
$15.1M
THL
58
Tillman Hartley LLC
Colorado
$15M
AC
59
AWM Capital
Arizona
$15M
ODA
60
One Degree Advisors
California
$15M
NRW
61
Nova R Wealth
Kansas
$14.7M
BMWS
62
Brady Martz Wealth Solutions
North Dakota
$14.4M
BWM
63
BCO Wealth Management
New Mexico
$14.2M
C1AG
64
Client 1st Advisory Group
Florida
$14.1M
PAM
65
Pacific Asset Management
Washington
$13.8M
WA
66
Waverly Advisors
Alabama
$13.5M
CA
67
Clune & Associates
Illinois
$13.5M
KWA
68
Kondo Wealth Advisors
California
$13.4M
OA
69
Oceanside Advisors
South Carolina
$13.3M
SIM
70
Studio Investment Management
Illinois
$13M
PHWM
71
Pine Harbor Wealth Management
Maryland
$12.8M
SWM
72
Sterling Wealth Management
Illinois
$12.7M
SIM
73
Stratos Investment Management
Ohio
$12.4M
FFA
74
Farther Finance Advisors
California
$12.3M
DAS
75
Dynamic Advisor Solutions
Arizona
$12.2M