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Dimensional Short-Duration Fixed Income ETF

350 hedge funds and large institutions have $3.61B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
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

Top Buyers

1 +$36.5M
2 +$33.6M
3 +$30.1M
4
W
Wealthquest
Ohio
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.1M

Top Sellers

1 -$22.2M
2 -$13.3M
3 -$10.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
76
Farther Finance Advisors
California
$10.2M
Renaissance Technologies
77
Renaissance Technologies
New York
$10.2M
CWP
78
Concord Wealth Partners
Virginia
$10.1M
CAMV
79
Concord Asset Management (Virginia)
Virginia
$10.1M
GCA
80
Gradient Capital Advisors
California
$9.8M
PCM
81
Passive Capital Management
Maryland
$9.1M
AF
82
Allworth Financial
California
$9.08M
SPIA
83
Steward Partners Investment Advisory
New York
$9.07M
YWM
84
Yardley Wealth Management
Pennsylvania
$8.92M
BHWM
85
Bay Harbor Wealth Management
Maryland
$8.64M
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$8.33M
SRWM
87
Shira Ridge Wealth Management
California
$8.05M
PCM
88
Peirce Capital Management
Texas
$7.92M
CAM
89
CPA Asset Management
Florida
$7.92M
VBA
90
von Borstel & Associates
Oregon
$7.92M
RFP
91
RCS Financial Planning
Maryland
$7.82M
FWP
92
Family Wealth Partners
North Carolina
$7.79M
CCM
93
Cambridge Capital Management
Illinois
$7.69M
AC
94
AWM Capital
Arizona
$7.57M
CPIG
95
Chicago Partners Investment Group
Illinois
$7.49M
PFA
96
Pure Financial Advisors
California
$7.46M
EWA
97
EverSource Wealth Advisors
Alabama
$7.45M
PWM
98
Parkshore Wealth Management
California
$7.45M
AIA
99
AssuredPartners Investment Advisors
Florida
$7.36M
DI
100
Disciplined Investments
Oklahoma
$7.29M