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Dimensional Short-Duration Fixed Income ETF

348 hedge funds and large institutions have $3.58B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+10
Holders Change %
+2.96%
% of All Funds
4.67%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.02%
New
32
Increased
188
Reduced
98
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Renaissance Technologies
76
Renaissance Technologies
New York
$10.2M -$7.38M -153,779 -42%
CWP
77
Concord Wealth Partners
Virginia
$10.1M +$2.21M +45,982 +28%
CAMV
78
Concord Asset Management (Virginia)
Virginia
$10.1M +$10.1M +210,743 New
GCA
79
Gradient Capital Advisors
California
$9.8M -$164K -3,426 -2%
PCM
80
Passive Capital Management
Maryland
$9.1M +$927K +19,316 +11%
AF
81
Allworth Financial
California
$9.08M -$4.53M -94,354 -33%
SPIA
82
Steward Partners Investment Advisory
New York
$9.07M +$963K +20,062 +12%
YWM
83
Yardley Wealth Management
Pennsylvania
$8.92M +$30.7K +640 +0.3%
BHWM
84
Bay Harbor Wealth Management
Maryland
$8.64M +$327K +6,821 +4%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$8.33M +$336K +7,000 +4%
SRWM
86
Shira Ridge Wealth Management
California
$8.05M -$424K -8,833 -5%
PCM
87
Peirce Capital Management
Texas
$7.92M -$370K -7,714 -4%
CAM
88
CPA Asset Management
Florida
$7.92M +$296K +6,167 +4%
VBA
89
von Borstel & Associates
Oregon
$7.92M +$143K +2,967 +2%
RFP
90
RCS Financial Planning
Maryland
$7.82M -$1.05M -21,908 -12%
FWP
91
Family Wealth Partners
North Carolina
$7.79M +$442K +9,208 +6%
CCM
92
Cambridge Capital Management
Illinois
$7.69M +$6.16M +128,365 +403%
AC
93
AWM Capital
Arizona
$7.57M +$645K +13,439 +9%
CPIG
94
Chicago Partners Investment Group
Illinois
$7.49M +$366K +7,651 +5%
PFA
95
Pure Financial Advisors
California
$7.46M +$491K +10,222 +7%
EWA
96
EverSource Wealth Advisors
Alabama
$7.45M +$5.85M +121,812 +364%
PWM
97
Parkshore Wealth Management
California
$7.45M +$2.34M +48,756 +46%
AIA
98
AssuredPartners Investment Advisors
Florida
$7.36M +$404K +8,407 +6%
DI
99
Disciplined Investments
Oklahoma
$7.29M +$1.99M +41,508 +38%
BC
100
Burney Company
Virginia
$7.18M +$1.84M +38,369 +35%