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Dimensional Short-Duration Fixed Income ETF

362 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, 230 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 73

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $3.6B → $4.09B (+$488M)

7% more funds holding in top 10

Funds holding in top 10: 7681 (+5)

3% more funds holding

Funds holding: 351362 (+11)

2.51% more ownership

Funds ownership: 75.26%77.77% (+2.5%)

Holders
362
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
4.75%
Holding in Top 10
81
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.58%
% of All Funds
1.06%
New
33
Increased
230
Reduced
73
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DB
76
Dravo Bay
Delaware
$11.8M +$1.27M +26,371 +12%
IWC
77
Integrated Wealth Concepts
Massachusetts
$11.7M -$6.35M -131,929 -35%
AF
78
Allworth Financial
California
$11.4M +$2.24M +46,466 +25%
GCA
79
Gradient Capital Advisors
California
$10.7M +$880K +18,281 +9%
BPA
80
Beacon Pointe Advisors
California
$10.6M +$6.21M +128,963 +141%
Betterment LLC
81
Betterment LLC
New York
$10.3M +$96.6K +2,007 +0.9%
IAS
82
Integrity Advisory Solutions
Texas
$10.3M +$10.3M +213,467 New
M1FG
83
Mach-1 Financial Group
Arkansas
$10.3M +$10.3M +213,467 New
SPIA
84
Steward Partners Investment Advisory
New York
$10.3M +$1.18M +24,470 +13%
CWP
85
Concord Wealth Partners
Virginia
$10.3M +$122K +2,535 +1%
ACM
86
AlphaStar Capital Management
North Carolina
$10.2M +$10.1M +210,885 New
DWS
87
Discipline Wealth Solutions
South Carolina
$10.1M +$10.1M +210,579 New
CM
88
Cornerstone Management
Georgia
$10.1M +$2.98M +61,983 +42%
PCM
89
Passive Capital Management
Maryland
$9.87M +$728K +15,120 +8%
BHWM
90
Bay Harbor Wealth Management
Maryland
$9.75M +$1.08M +22,399 +12%
PWM
91
PBMares Wealth Management
Virginia
$9.67M +$3.34M +69,445 +53%
PWM
92
Parkshore Wealth Management
California
$9.45M +$1.97M +40,883 +26%
DI
93
Disciplined Investments
Oklahoma
$9.37M +$2.05M +42,618 +28%
EWA
94
EverSource Wealth Advisors
Alabama
$9.37M +$1.88M +39,105 +25%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$9.07M +$673K +13,984 +8%
VBA
96
von Borstel & Associates
Oregon
$8.99M +$1.06M +21,986 +13%
CAM
97
CPA Asset Management
Florida
$8.76M +$812K +16,875 +10%
CWR
98
Chico Wealth RIA
California
$8.6M +$8.59M +178,492 New
PCM
99
Peirce Capital Management
Texas
$8.58M +$627K +13,021 +8%
SRWM
100
Shira Ridge Wealth Management
California
$8.57M +$481K +9,990 +6%