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Dimensional Short-Duration Fixed Income ETF

354 hedge funds and large institutions have $4.07B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 226 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
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
BH
126
Burk Holdings
Oklahoma
$5.69M
KFGG
127
Keystone Financial Group (Georgia)
Georgia
$5.61M
BCI
128
Brinker Capital Investments
Pennsylvania
$5.57M
FWM
129
FMB Wealth Management
California
$5.49M
LWM
130
Lakeridge Wealth Management
Ohio
$5.48M
AWMNY
131
Arcadia Wealth Management (New York)
New York
$5.46M
WWWM
132
White Wing Wealth Management
Texas
$5.46M
TIM
133
Tortoise Investment Management
New York
$5.43M
DWA
134
Delap Wealth Advisory
Oregon
$5.42M
MWA
135
Mills Wealth Advisors
Texas
$5.33M
CW
136
CreativeOne Wealth
Kansas
$5.29M
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$5.21M
LOPW
138
Live Oak Private Wealth
North Carolina
$5.14M
BI
139
Binnacle Investments
Iowa
$5.04M
KIM
140
Kestra Investment Management
Texas
$4.92M
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$4.91M
Corient Private Wealth
142
Corient Private Wealth
Florida
$4.77M
MWP
143
Meredith Wealth Planning
Illinois
$4.75M
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$4.73M
PAG
145
Private Advisor Group
New Jersey
$4.72M
PWP
146
Parkwoods Wealth Partners
New York
$4.68M
BWA
147
Babb Wealth Advisors
Arizona
$4.52M
CWA
148
CogentBlue Wealth Advisors
Tennessee
$4.35M
GLLW
149
Graves Light Lenhart Wealth
Virginia
$4.13M
SFP
150
SwitchPoint Financial Planning
Utah
$4.01M