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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
KA
126
Kooman & Associates
Pennsylvania
$5.69M
BH
127
Burk Holdings
Oklahoma
$5.69M
KFGG
128
Keystone Financial Group (Georgia)
Georgia
$5.61M
BCI
129
Brinker Capital Investments
Pennsylvania
$5.57M
FWM
130
FMB Wealth Management
California
$5.49M
LWM
131
Lakeridge Wealth Management
Ohio
$5.48M
AWMNY
132
Arcadia Wealth Management (New York)
New York
$5.46M
WWWM
133
White Wing Wealth Management
Texas
$5.46M
TIM
134
Tortoise Investment Management
New York
$5.43M
DWA
135
Delap Wealth Advisory
Oregon
$5.42M
MWA
136
Mills Wealth Advisors
Texas
$5.33M
CW
137
CreativeOne Wealth
Kansas
$5.29M
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$5.21M
LOPW
139
Live Oak Private Wealth
North Carolina
$5.14M
BI
140
Binnacle Investments
Iowa
$5.04M
KIM
141
Kestra Investment Management
Texas
$4.92M
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$4.91M
Corient Private Wealth
143
Corient Private Wealth
Florida
$4.77M
MWP
144
Meredith Wealth Planning
Illinois
$4.75M
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$4.73M
PAG
146
Private Advisor Group
New Jersey
$4.72M
PWP
147
Parkwoods Wealth Partners
New York
$4.68M
BWA
148
Babb Wealth Advisors
Arizona
$4.52M
CWA
149
CogentBlue Wealth Advisors
Tennessee
$4.35M
GLLW
150
Graves Light Lenhart Wealth
Virginia
$4.13M