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Dimensional Short-Duration Fixed Income ETF

338 hedge funds and large institutions have $3.28B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
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
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
101
Jane Street
New York
$6.69M
FF
102
Friday Financial
Iowa
$6.43M
Truist Financial
103
Truist Financial
North Carolina
$6.38M
EA
104
Eclectic Associates
California
$6.33M
NRW
105
Nova R Wealth
Kansas
$6.26M
VPF
106
Vantage Point Financial
Illinois
$6.06M
VWWMG
107
Vermillion & White Wealth Management Group
Pennsylvania
$6.05M
KA
108
Kooman & Associates
Pennsylvania
$5.95M
NDWM
109
New Dimensions Wealth Management
Texas
$5.79M
PF
110
Parker Financial
Washington
$5.73M
Citadel Advisors
111
Citadel Advisors
Florida
$5.59M
SW
112
Simplicity Wealth
New Jersey
$5.53M
BC
113
Burney Company
Virginia
$5.28M
DI
114
Disciplined Investments
Oklahoma
$5.24M
LWM
115
Lakeridge Wealth Management
Ohio
$5.21M
SIMC
116
Squire Investment Management Company
Utah
$5.09M
PWM
117
Parkshore Wealth Management
California
$5.06M
BOC
118
Blue Oak Capital
California
$5.02M
CM
119
Cornerstone Management
Georgia
$5.01M
CW
120
CreativeOne Wealth
Kansas
$4.8M
FWM
121
FMB Wealth Management
California
$4.66M
RA
122
RFG Advisory
Alabama
$4.6M
WWWM
123
White Wing Wealth Management
Texas
$4.53M
EP
124
Essential Planning
New Hampshire
$4.52M
BI
125
Binnacle Investments
Iowa
$4.41M