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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
KWA
76
Kondo Wealth Advisors
California
$14.3M
LWM
77
Liberty Wealth Management
California
$14.1M
C1AG
78
Client 1st Advisory Group
Florida
$14.1M
PCA
79
Prosperity Capital Advisors
Ohio
$13.6M
CAM
80
CPA Asset Management
Florida
$13.6M
OA
81
Oceanside Advisors
South Carolina
$13.3M
WA
82
Waverly Advisors
Alabama
$13.3M
DB
83
Dravo Bay
Delaware
$13.2M
SWA
84
Sax Wealth Advisors
New Jersey
$13.2M
IWC
85
Integrated Wealth Concepts
Massachusetts
$12.8M
SIM
86
Stratos Investment Management
Ohio
$12.8M
JWM
87
Johnson Wealth Management
North Dakota
$12.5M
AF
88
Allworth Financial
California
$12.5M
CM
89
Cornerstone Management
Georgia
$12.1M
TM
90
Torren Management
California
$12M
SRWM
91
Shira Ridge Wealth Management
California
$11.7M
Truist Financial
92
Truist Financial
North Carolina
$11.5M
PWP
93
Parkwoods Wealth Partners
New York
$11.4M
IAS
94
Integrity Advisory Solutions
Texas
$11.3M
CWP
95
Concord Wealth Partners
Virginia
$11.2M
PCM
96
Passive Capital Management
Maryland
$11.1M
Raymond James Financial
97
Raymond James Financial
Florida
$11.1M
PWM
98
Parkshore Wealth Management
California
$11.1M
GCA
99
Gradient Capital Advisors
California
$10.8M
SPIA
100
Steward Partners Investment Advisory
New York
$10.8M