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Dimensional Short-Duration Fixed Income ETF

394 hedge funds and large institutions have $4.69B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 231 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
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
DWS
101
Discipline Wealth Solutions
South Carolina
$10.7M
WRPWM
102
Werba Rubin Papier Wealth Management
California
$10.6M
Betterment LLC
103
Betterment LLC
New York
$10.5M
DI
104
Disciplined Investments
Oklahoma
$10.3M
BHWM
105
Bay Harbor Wealth Management
Maryland
$10M
EP
106
Essential Planning
New Hampshire
$9.84M
FF
107
Friday Financial
Iowa
$9.59M
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$9.58M
VBA
109
von Borstel & Associates
Oregon
$9.48M
CSB
110
City State Bank
Iowa
$9.38M
YWM
111
Yardley Wealth Management
Pennsylvania
$9.34M
FF
112
Foundry Financial
California
$9M
CCM
113
Cambridge Capital Management
Illinois
$8.99M
PCM
114
Peirce Capital Management
Texas
$8.99M
HWM
115
HBE Wealth Management
Nebraska
$8.83M
FWP
116
Family Wealth Partners
North Carolina
$8.72M
HIG
117
Heritage Investment Group
Florida
$8.45M
EWA
118
EverSource Wealth Advisors
Alabama
$8.29M
AIA
119
AssuredPartners Investment Advisors
Florida
$8.19M
DAS
120
Dynamic Advisor Solutions
Arizona
$8.14M
W
121
WorthPointe
California
$8.07M
CPIG
122
Chicago Partners Investment Group
Illinois
$8.04M
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$8.02M
SWM
124
Selective Wealth Management
Virginia
$7.88M
PFA
125
Pure Financial Advisors
California
$7.75M