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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
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 -$14.1M
3 -$13.3M
4
IA
IFP Advisors
Florida
-$10.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
76
Renaissance Technologies
New York
$10.2M
CWP
77
Concord Wealth Partners
Virginia
$10.1M
CAMV
78
Concord Asset Management (Virginia)
Virginia
$10.1M
GCA
79
Gradient Capital Advisors
California
$9.8M
PCM
80
Passive Capital Management
Maryland
$9.1M
AF
81
Allworth Financial
California
$9.08M
SPIA
82
Steward Partners Investment Advisory
New York
$9.07M
YWM
83
Yardley Wealth Management
Pennsylvania
$8.92M
BHWM
84
Bay Harbor Wealth Management
Maryland
$8.64M
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$8.33M
SRWM
86
Shira Ridge Wealth Management
California
$8.05M
PCM
87
Peirce Capital Management
Texas
$7.92M
CAM
88
CPA Asset Management
Florida
$7.92M
VBA
89
von Borstel & Associates
Oregon
$7.92M
RFP
90
RCS Financial Planning
Maryland
$7.82M
FWP
91
Family Wealth Partners
North Carolina
$7.79M
CCM
92
Cambridge Capital Management
Illinois
$7.69M
AC
93
AWM Capital
Arizona
$7.57M
CPIG
94
Chicago Partners Investment Group
Illinois
$7.49M
PFA
95
Pure Financial Advisors
California
$7.46M
EWA
96
EverSource Wealth Advisors
Alabama
$7.45M
PWM
97
Parkshore Wealth Management
California
$7.45M
AIA
98
AssuredPartners Investment Advisors
Florida
$7.36M
DI
99
Disciplined Investments
Oklahoma
$7.29M
BC
100
Burney Company
Virginia
$7.18M