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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 %
WAG
76
Wheelhouse Advisory Group
Missouri
$9.71M 204,306 +91,988 +82%
PHWM
77
Pine Harbor Wealth Management
Maryland
$9.36M 197,003 +4,914 +3%
YWM
78
Yardley Wealth Management
Pennsylvania
$8.8M 185,156 -20,748 -10%
RFP
79
RCS Financial Planning
Maryland
$8.78M 184,827 +2,659 +1%
SRWM
80
Shira Ridge Wealth Management
California
$8.39M 176,593 -4,112 -2%
BHWM
81
Bay Harbor Wealth Management
Maryland
$8.23M 173,168 +3,059 +2%
PCM
82
Peirce Capital Management
Texas
$8.21M 172,668 -13,067 -7%
PCM
83
Passive Capital Management
Maryland
$8.1M 170,356 +56,907 +50%
SPIA
84
Steward Partners Investment Advisory
New York
$8.03M 168,928 -840 -0.5%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$7.92M 166,709 +169 +0.1%
CWP
86
Concord Wealth Partners
Virginia
$7.83M 164,761 +11,046 +7%
VBA
87
von Borstel & Associates
Oregon
$7.67M 161,394 +37,397 +30%
CAM
88
CPA Asset Management
Florida
$7.54M 158,742 +4,169 +3%
BMWS
89
Brady Martz Wealth Solutions
North Dakota
$7.42M 156,070 +67,782 +77%
FWP
90
Family Wealth Partners
North Carolina
$7.27M 152,966 +11,562 +8%
TIAM2
91
Tru Independence Asset Management 2
Oregon
$7.14M 150,307 -21,585 -13%
CPIG
92
Chicago Partners Investment Group
Illinois
$7.08M 148,626 +13,014 +10%
Corient Private Wealth
93
Corient Private Wealth
Florida
$7.03M 147,859 +829 +0.6%
PFA
94
Pure Financial Advisors
California
$6.9M 145,260 +832 +0.6%
AIA
95
AssuredPartners Investment Advisors
Florida
$6.88M 144,810 +10,253 +8%
TIM
96
Tortoise Investment Management
New York
$6.87M 144,574 -378 -0.3%
AC
97
AWM Capital
Arizona
$6.85M 144,145 -147 -0.1%
CSB
98
City State Bank
Iowa
$6.83M 143,641 +33,677 +31%
CIAS
99
CFS Investment Advisory Services
New Jersey
$6.73M 141,527 -17,219 -11%
HIG
100
Heritage Investment Group
Florida
$6.71M 141,137 +42 +0%