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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.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
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
IWC
51
Integrated Wealth Concepts
Massachusetts
$15.1M
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$14.5M
WA
53
Waverly Advisors
Alabama
$14.5M
PCA
54
Prosperity Capital Advisors
Ohio
$14.1M
C1AG
55
Client 1st Advisory Group
Florida
$13.8M
AF
56
Allworth Financial
California
$13.5M
WC
57
Wolfstich Capital
Massachusetts
$13.3M
THL
58
Tillman Hartley LLC
Colorado
$13.1M
BWM
59
BCO Wealth Management
New Mexico
$13.1M
VAS
60
Vestmark Advisory Solutions
Massachusetts
$13M
BWA
61
BCU Wealth Advisors
Illinois
$12.9M
SHFA
62
SC&H Financial Advisors
Maryland
$12.7M
IA
63
IFP Advisors
Florida
$12.7M
PAM
64
Pacific Asset Management
Washington
$12.2M
LPL Financial
65
LPL Financial
California
$12.2M
OA
66
Oceanside Advisors
South Carolina
$12.2M
ODA
67
One Degree Advisors
California
$12.2M
KWA
68
Kondo Wealth Advisors
California
$11.9M
CA
69
Clune & Associates
Illinois
$11.6M
DAS
70
Dynamic Advisor Solutions
Arizona
$11.4M
SIM
71
Studio Investment Management
Illinois
$10.6M
Betterment LLC
72
Betterment LLC
New York
$10.4M
DB
73
Dravo Bay
Delaware
$10.3M
FFA
74
Farther Finance Advisors
California
$9.9M
GCA
75
Gradient Capital Advisors
California
$9.87M