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Dimensional Short-Duration Fixed Income ETF

359 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, 228 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
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
YWM
101
Yardley Wealth Management
Pennsylvania
$8.54M
CCM
102
Cambridge Capital Management
Illinois
$8.3M
CSB
103
City State Bank
Iowa
$8.25M
FWP
104
Family Wealth Partners
North Carolina
$8.25M
Renaissance Technologies
105
Renaissance Technologies
New York
$7.98M
Citadel Advisors
106
Citadel Advisors
Florida
$7.97M
AIA
107
AssuredPartners Investment Advisors
Florida
$7.92M
FF
108
Friday Financial
Iowa
$7.87M
CPIG
109
Chicago Partners Investment Group
Illinois
$7.84M
PFA
110
Pure Financial Advisors
California
$7.59M
HIG
111
Heritage Investment Group
Florida
$7.57M
RFP
112
RCS Financial Planning
Maryland
$7.52M
BC
113
Burney Company
Virginia
$7.03M
EP
114
Essential Planning
New Hampshire
$6.91M
CIAS
115
CFS Investment Advisory Services
New Jersey
$6.84M
TIAM2
116
Tru Independence Asset Management 2
Oregon
$6.72M
VPF
117
Vantage Point Financial
Illinois
$6.71M
Truist Financial
118
Truist Financial
North Carolina
$6.59M
VWWMG
119
Vermillion & White Wealth Management Group
Pennsylvania
$6.58M
PF
120
Parker Financial
Washington
$6.57M
NDWM
121
New Dimensions Wealth Management
Texas
$6.07M
MMA
122
Miracle Mile Advisors
California
$5.97M
SIMC
123
Squire Investment Management Company
Utah
$5.89M
BCA
124
Bay Colony Advisors
Massachusetts
$5.8M
SW
125
Simplicity Wealth
New Jersey
$5.77M