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Dimensional Short-Duration Fixed Income ETF

359 hedge funds and large institutions have $4.09B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 228 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
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
AF
78
Allworth Financial
California
$11.4M
GCA
79
Gradient Capital Advisors
California
$10.7M
BPA
80
Beacon Pointe Advisors
California
$10.6M
Betterment LLC
81
Betterment LLC
New York
$10.3M
M1FG
82
Mach-1 Financial Group
Arkansas
$10.3M
IAS
83
Integrity Advisory Solutions
Texas
$10.3M
SPIA
84
Steward Partners Investment Advisory
New York
$10.3M
CWP
85
Concord Wealth Partners
Virginia
$10.3M
ACM
86
AlphaStar Capital Management
North Carolina
$10.2M
DWS
87
Discipline Wealth Solutions
South Carolina
$10.1M
CM
88
Cornerstone Management
Georgia
$10.1M
PCM
89
Passive Capital Management
Maryland
$9.87M
BHWM
90
Bay Harbor Wealth Management
Maryland
$9.75M
PWM
91
PBMares Wealth Management
Virginia
$9.67M
PWM
92
Parkshore Wealth Management
California
$9.45M
DI
93
Disciplined Investments
Oklahoma
$9.37M
EWA
94
EverSource Wealth Advisors
Alabama
$9.37M
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$9.07M
VBA
96
von Borstel & Associates
Oregon
$8.99M
CAM
97
CPA Asset Management
Florida
$8.76M
CWR
98
Chico Wealth RIA
California
$8.6M
PCM
99
Peirce Capital Management
Texas
$8.58M
SRWM
100
Shira Ridge Wealth Management
California
$8.57M