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Dimensional Short-Duration Fixed Income ETF

362 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, 230 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 73

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $3.6B → $4.09B (+$488M)

7% more funds holding in top 10

Funds holding in top 10: 7681 (+5)

3% more funds holding

Funds holding: 351362 (+11)

2.51% more ownership

Funds ownership: 75.26%77.77% (+2.5%)

Holders
362
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
4.75%
Holding in Top 10
81
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.58%
% of All Funds
1.06%
New
33
Increased
230
Reduced
73
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YWM
101
Yardley Wealth Management
Pennsylvania
$8.54M -$417K -8,664 -5%
CCM
102
Cambridge Capital Management
Illinois
$8.3M +$573K +11,909 +7%
CSB
103
City State Bank
Iowa
$8.25M +$1.48M +30,851 +22%
FWP
104
Family Wealth Partners
North Carolina
$8.25M +$431K +8,962 +6%
Renaissance Technologies
105
Renaissance Technologies
New York
$7.98M -$2.24M -46,480 -22%
Citadel Advisors
106
Citadel Advisors
Florida
$7.97M -$8.52M -177,082 -52%
AIA
107
AssuredPartners Investment Advisors
Florida
$7.92M +$536K +11,140 +7%
FF
108
Friday Financial
Iowa
$7.87M +$819K +17,019 +12%
CPIG
109
Chicago Partners Investment Group
Illinois
$7.84M +$283K +5,872 +4%
PFA
110
Pure Financial Advisors
California
$7.59M +$95.6K +1,986 +1%
HIG
111
Heritage Investment Group
Florida
$7.57M +$644K +13,382 +9%
RFP
112
RCS Financial Planning
Maryland
$7.52M -$333K -6,922 -4%
BC
113
Burney Company
Virginia
$7.03M -$174K -3,617 -2%
EP
114
Essential Planning
New Hampshire
$6.91M +$1.61M +33,511 +30%
CIAS
115
CFS Investment Advisory Services
New Jersey
$6.84M +$67.2K +1,396 +1%
TIAM2
116
Tru Independence Asset Management 2
Oregon
$6.72M +$233K +4,838 +4%
VPF
117
Vantage Point Financial
Illinois
$6.71M +$225K +4,678 +3%
Truist Financial
118
Truist Financial
North Carolina
$6.59M -$24.4K -506 -0.4%
VWWMG
119
Vermillion & White Wealth Management Group
Pennsylvania
$6.58M +$433K +8,988 +7%
PF
120
Parker Financial
Washington
$6.57M +$204K +4,245 +3%
NDWM
121
New Dimensions Wealth Management
Texas
$6.07M +$104K +2,170 +2%
MMA
122
Miracle Mile Advisors
California
$5.97M +$5.97M +123,947 New
SIMC
123
Squire Investment Management Company
Utah
$5.89M +$811K +16,860 +16%
BCA
124
Bay Colony Advisors
Massachusetts
$5.8M +$1.13M +23,454 +24%
SW
125
Simplicity Wealth
New Jersey
$5.77M +$5.21M +108,181 +937%