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Dimensional Short-Duration Fixed Income ETF

350 hedge funds and large institutions have $3.61B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
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 -$13.3M
3 -$10.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
101
Burney Company
Virginia
$7.18M
CM
102
Cornerstone Management
Georgia
$7.13M
FF
103
Friday Financial
Iowa
$7.02M
HIG
104
Heritage Investment Group
Florida
$6.9M
CSB
105
City State Bank
Iowa
$6.74M
CIAS
106
CFS Investment Advisory Services
New Jersey
$6.72M
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$6.72M
Truist Financial
108
Truist Financial
North Carolina
$6.59M
NRW
109
Nova R Wealth
Kansas
$6.59M
VPF
110
Vantage Point Financial
Illinois
$6.46M
TIAM2
111
Tru Independence Asset Management 2
Oregon
$6.46M
PF
112
Parker Financial
Washington
$6.34M
PWM
113
PBMares Wealth Management
Virginia
$6.3M
VWWMG
114
Vermillion & White Wealth Management Group
Pennsylvania
$6.13M
BOC
115
Blue Oak Capital
California
$6.11M
NDWM
116
New Dimensions Wealth Management
Texas
$5.97M
KA
117
Kooman & Associates
Pennsylvania
$5.7M
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
$5.52M
TIM
119
Tortoise Investment Management
New York
$5.3M
EP
120
Essential Planning
New Hampshire
$5.28M
LWM
121
Lakeridge Wealth Management
Ohio
$5.23M
KFGG
122
Keystone Financial Group (Georgia)
Georgia
$5.15M
BH
123
Burk Holdings
Oklahoma
$5.06M
SIMC
124
Squire Investment Management Company
Utah
$5.05M
CW
125
CreativeOne Wealth
Kansas
$5.05M