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Dimensional Short-Duration Fixed Income ETF

399 hedge funds and large institutions have $4.7B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 231 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
Corient Private Wealth
104
Corient Private Wealth
Florida
$10.5M
DI
105
Disciplined Investments
Oklahoma
$10.3M
BHWM
106
Bay Harbor Wealth Management
Maryland
$10M
EP
107
Essential Planning
New Hampshire
$9.84M
FF
108
Friday Financial
Iowa
$9.59M
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$9.58M
VBA
110
von Borstel & Associates
Oregon
$9.48M
CSB
111
City State Bank
Iowa
$9.38M
YWM
112
Yardley Wealth Management
Pennsylvania
$9.34M
FF
113
Foundry Financial
California
$9M
CCM
114
Cambridge Capital Management
Illinois
$8.99M
PCM
115
Peirce Capital Management
Texas
$8.99M
HWM
116
HBE Wealth Management
Nebraska
$8.83M
FWP
117
Family Wealth Partners
North Carolina
$8.72M
HIG
118
Heritage Investment Group
Florida
$8.45M
EWA
119
EverSource Wealth Advisors
Alabama
$8.29M
AIA
120
AssuredPartners Investment Advisors
Florida
$8.19M
DAS
121
Dynamic Advisor Solutions
Arizona
$8.14M
W
122
WorthPointe
California
$8.07M
CPIG
123
Chicago Partners Investment Group
Illinois
$8.04M
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$8.02M
SWM
125
Selective Wealth Management
Virginia
$7.88M