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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
+10
Holders Change %
+2.96%
% of All Funds
4.67%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.02%
New
32
Increased
188
Reduced
98
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CM
101
Cornerstone Management
Georgia
$7.13M +$2.06M +42,982 +41%
FF
102
Friday Financial
Iowa
$7.02M +$531K +11,052 +8%
HIG
103
Heritage Investment Group
Florida
$6.9M +$122K +2,533 +2%
CSB
104
City State Bank
Iowa
$6.74M -$154K -3,200 -2%
CIAS
105
CFS Investment Advisory Services
New Jersey
$6.72M -$71.5K -1,489 -1%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$6.72M -$7.91M -164,719 -54%
Truist Financial
107
Truist Financial
North Carolina
$6.59M +$149K +3,104 +2%
NRW
108
Nova R Wealth
Kansas
$6.59M +$262K +5,465 +4%
VPF
109
Vantage Point Financial
Illinois
$6.46M +$339K +7,067 +6%
TIAM2
110
Tru Independence Asset Management 2
Oregon
$6.46M -$755K -15,726 -10%
PF
111
Parker Financial
Washington
$6.34M +$557K +11,612 +10%
PWM
112
PBMares Wealth Management
Virginia
$6.3M +$4.54M +94,636 +259%
VWWMG
113
Vermillion & White Wealth Management Group
Pennsylvania
$6.13M +$9.03K +188 +0.1%
BOC
114
Blue Oak Capital
California
$6.11M +$1.03M +21,426 +20%
NDWM
115
New Dimensions Wealth Management
Texas
$5.97M +$91.7K +1,901 +2%
KA
116
Kooman & Associates
Pennsylvania
$5.7M -$308K -6,413 -5%
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$5.52M +$1.68M +34,892 +44%
TIM
118
Tortoise Investment Management
New York
$5.3M -$1.65M -34,276 -24%
EP
119
Essential Planning
New Hampshire
$5.28M +$710K +14,791 +16%
LWM
120
Lakeridge Wealth Management
Ohio
$5.23M -$32.6K -680 -0.6%
KFGG
121
Keystone Financial Group (Georgia)
Georgia
$5.15M +$1.27M +26,485 +33%
BH
122
Burk Holdings
Oklahoma
$5.06M +$1.2M +24,971 +31%
SIMC
123
Squire Investment Management Company
Utah
$5.05M -$86.3K -1,797 -2%
CW
124
CreativeOne Wealth
Kansas
$5.05M +$200K +4,162 +4%
FWM
125
FMB Wealth Management
California
$4.95M +$239K +4,980 +5%