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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
DB
76
Dravo Bay
Delaware
$11.8M
IWC
77
Integrated Wealth Concepts
Massachusetts
$11.7M
GCA
78
Gradient Capital Advisors
California
$10.7M
BPA
79
Beacon Pointe Advisors
California
$10.6M
Betterment LLC
80
Betterment LLC
New York
$10.3M
M1FG
81
Mach-1 Financial Group
Arkansas
$10.3M
IAS
82
Integrity Advisory Solutions
Texas
$10.3M
SPIA
83
Steward Partners Investment Advisory
New York
$10.3M
CWP
84
Concord Wealth Partners
Virginia
$10.3M
ACM
85
AlphaStar Capital Management
North Carolina
$10.2M
DWS
86
Discipline Wealth Solutions
South Carolina
$10.1M
CM
87
Cornerstone Management
Georgia
$10.1M
PCM
88
Passive Capital Management
Maryland
$9.87M
BHWM
89
Bay Harbor Wealth Management
Maryland
$9.75M
PWM
90
PBMares Wealth Management
Virginia
$9.67M
PWM
91
Parkshore Wealth Management
California
$9.45M
DI
92
Disciplined Investments
Oklahoma
$9.37M
EWA
93
EverSource Wealth Advisors
Alabama
$9.37M
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$9.07M
VBA
95
von Borstel & Associates
Oregon
$8.99M
CAM
96
CPA Asset Management
Florida
$8.76M
CWR
97
Chico Wealth RIA
California
$8.6M
PCM
98
Peirce Capital Management
Texas
$8.58M
SRWM
99
Shira Ridge Wealth Management
California
$8.57M
YWM
100
Yardley Wealth Management
Pennsylvania
$8.54M