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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
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 -$14.1M
3 -$13.3M
4
IA
IFP Advisors
Florida
-$10.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
101
Cornerstone Management
Georgia
$7.13M
FF
102
Friday Financial
Iowa
$7.02M
HIG
103
Heritage Investment Group
Florida
$6.9M
CSB
104
City State Bank
Iowa
$6.74M
CIAS
105
CFS Investment Advisory Services
New Jersey
$6.72M
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$6.72M
Truist Financial
107
Truist Financial
North Carolina
$6.59M
NRW
108
Nova R Wealth
Kansas
$6.59M
VPF
109
Vantage Point Financial
Illinois
$6.46M
TIAM2
110
Tru Independence Asset Management 2
Oregon
$6.46M
PF
111
Parker Financial
Washington
$6.34M
PWM
112
PBMares Wealth Management
Virginia
$6.3M
VWWMG
113
Vermillion & White Wealth Management Group
Pennsylvania
$6.13M
BOC
114
Blue Oak Capital
California
$6.11M
NDWM
115
New Dimensions Wealth Management
Texas
$5.97M
KA
116
Kooman & Associates
Pennsylvania
$5.7M
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$5.52M
TIM
118
Tortoise Investment Management
New York
$5.3M
EP
119
Essential Planning
New Hampshire
$5.28M
LWM
120
Lakeridge Wealth Management
Ohio
$5.23M
KFGG
121
Keystone Financial Group (Georgia)
Georgia
$5.15M
BH
122
Burk Holdings
Oklahoma
$5.06M
SIMC
123
Squire Investment Management Company
Utah
$5.05M
CW
124
CreativeOne Wealth
Kansas
$5.05M
FWM
125
FMB Wealth Management
California
$4.95M