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Dimensional Short-Duration Fixed Income ETF

338 hedge funds and large institutions have $3.28B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 70 reducing their positions, and 20 closing their positions.

Holders
338
Holders Change
+16
Holders Change %
+4.97%
% of All Funds
4.59%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.03%
New
38
Increased
199
Reduced
70
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$15.1M 317,897 +25,527 +9%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$14.5M 304,608 +134,381 +79%
WA
53
Waverly Advisors
Alabama
$14.5M 304,093 -2,802 -0.9%
PCA
54
Prosperity Capital Advisors
Ohio
$14.1M 295,888 +21,551 +8%
C1AG
55
Client 1st Advisory Group
Florida
$13.8M 290,288 -2,070 -0.7%
AF
56
Allworth Financial
California
$13.5M 283,579 +20,355 +8%
WC
57
Wolfstich Capital
Massachusetts
$13.3M 280,676
THL
58
Tillman Hartley LLC
Colorado
$13.1M 276,324 +67,296 +32%
BWM
59
BCO Wealth Management
New Mexico
$13.1M 276,251 +21,610 +8%
VAS
60
Vestmark Advisory Solutions
Massachusetts
$13M 272,980 +8,532 +3%
BWA
61
BCU Wealth Advisors
Illinois
$12.9M 271,479 +11,485 +4%
SHFA
62
SC&H Financial Advisors
Maryland
$12.7M 268,071 +13,438 +5%
IA
63
IFP Advisors
Florida
$12.7M 266,740 -31,742 -11%
PAM
64
Pacific Asset Management
Washington
$12.2M 257,495 +32,174 +14%
LPL Financial
65
LPL Financial
California
$12.2M 256,502 +23,215 +10%
OA
66
Oceanside Advisors
South Carolina
$12.2M 256,456 +18,501 +8%
ODA
67
One Degree Advisors
California
$12.2M 255,921 +3,741 +1%
KWA
68
Kondo Wealth Advisors
California
$11.9M 250,243 +18,647 +8%
CA
69
Clune & Associates
Illinois
$11.6M 245,025 +24,832 +11%
DAS
70
Dynamic Advisor Solutions
Arizona
$11.4M 239,196 +3,192 +1%
SIM
71
Studio Investment Management
Illinois
$10.6M 222,279 +53,825 +32%
Betterment LLC
72
Betterment LLC
New York
$10.4M 218,719 +6,880 +3%
DB
73
Dravo Bay
Delaware
$10.3M 216,391 -9,442 -4%
FFA
74
Farther Finance Advisors
California
$9.9M 208,172 +108,651 +109%
GCA
75
Gradient Capital Advisors
California
$9.87M 207,597 +20,131 +11%