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Dimensional Short-Duration Fixed Income ETF

394 hedge funds and large institutions have $4.69B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 231 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
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
GWMT
51
Guardian Wealth Management (Tennessee)
Tennessee
$19.5M
IA
52
Integrity Alliance
Iowa
$19.1M
SF
53
SageOak Financial
Oklahoma
$19M
VP
54
Verisail Partners
Georgia
$18.8M
THL
55
Tillman Hartley LLC
Colorado
$17.7M
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$17.6M
OFA
57
Onyx Financial Advisors
Idaho
$17.6M
Osaic Holdings
58
Osaic Holdings
Arizona
$17.5M
NRW
59
Nova R Wealth
Kansas
$17.4M
CWP
60
Cornerstone Wealth Partners
Michigan
$17.4M
BWA
61
BCU Wealth Advisors
Illinois
$17.3M
ACM
62
AlphaStar Capital Management
North Carolina
$17.2M
VAS
63
Vestmark Advisory Solutions
Massachusetts
$17.2M
LPL Financial
64
LPL Financial
California
$17.1M
TAWM
65
Three Arch Wealth Management
California
$17M
FFA
66
Farther Finance Advisors
California
$16.6M
AC
67
AWM Capital
Arizona
$16.5M
BWM
68
BCO Wealth Management
New Mexico
$16.4M
PAM
69
Pacific Asset Management
Washington
$16.3M
SWM
70
Sterling Wealth Management
Illinois
$16.2M
BMWS
71
Brady Martz Wealth Solutions
North Dakota
$15.5M
ODA
72
One Degree Advisors
California
$15.4M
PHWM
73
Pine Harbor Wealth Management
Maryland
$15.3M
CA
74
Clune & Associates
Illinois
$15M
SIM
75
Studio Investment Management
Illinois
$14.7M