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Dimensional Short-Duration Fixed Income ETF

354 hedge funds and large institutions have $4.07B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 226 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
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
CCM
101
Cambridge Capital Management
Illinois
$8.3M
CSB
102
City State Bank
Iowa
$8.25M
FWP
103
Family Wealth Partners
North Carolina
$8.25M
Renaissance Technologies
104
Renaissance Technologies
New York
$7.98M
Citadel Advisors
105
Citadel Advisors
Florida
$7.97M
AIA
106
AssuredPartners Investment Advisors
Florida
$7.92M
FF
107
Friday Financial
Iowa
$7.87M
CPIG
108
Chicago Partners Investment Group
Illinois
$7.84M
PFA
109
Pure Financial Advisors
California
$7.59M
HIG
110
Heritage Investment Group
Florida
$7.57M
RFP
111
RCS Financial Planning
Maryland
$7.52M
BC
112
Burney Company
Virginia
$7.03M
EP
113
Essential Planning
New Hampshire
$6.91M
CIAS
114
CFS Investment Advisory Services
New Jersey
$6.84M
TIAM2
115
Tru Independence Asset Management 2
Oregon
$6.72M
VPF
116
Vantage Point Financial
Illinois
$6.71M
Truist Financial
117
Truist Financial
North Carolina
$6.59M
VWWMG
118
Vermillion & White Wealth Management Group
Pennsylvania
$6.58M
PF
119
Parker Financial
Washington
$6.57M
NDWM
120
New Dimensions Wealth Management
Texas
$6.07M
MMA
121
Miracle Mile Advisors
California
$5.97M
SIMC
122
Squire Investment Management Company
Utah
$5.89M
BCA
123
Bay Colony Advisors
Massachusetts
$5.8M
SW
124
Simplicity Wealth
New Jersey
$5.77M
KA
125
Kooman & Associates
Pennsylvania
$5.69M