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Dimensional Short-Duration Fixed Income ETF

338 hedge funds and large institutions have $3.28B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 70 reducing their positions, and 20 closing their positions.

Holders
338
Holders Change
+16
Holders Change %
+4.97%
% of All Funds
4.59%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.03%
New
38
Increased
199
Reduced
70
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
126
Private Advisor Group
New Jersey
$4.36M +$373K +7,848 +9%
AWMNY
127
Arcadia Wealth Management (New York)
New York
$4.21M +$1.04M +21,826 +33%
BWG
128
Beta Wealth Group
California
$4.15M -$581K -12,229 -12%
GLLW
129
Graves Light Lenhart Wealth
Virginia
$4.09M +$109K +2,296 +3%
DWM
130
Diversify Wealth Management
Utah
$4.02M -$229K -4,799 -5%
BWA
131
Babb Wealth Advisors
Arizona
$3.93M -$131K -2,750 -3%
OPS
132
Orion Portfolio Solutions
Nebraska
$3.87M +$559K +11,763 +17%
BCI
133
Brinker Capital Investments
Pennsylvania
$3.87M +$559K +11,763 +17%
KFGG
134
Keystone Financial Group (Georgia)
Georgia
$3.85M +$611K +12,835 +19%
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$3.83M +$431K +9,071 +13%
BH
136
Burk Holdings
Oklahoma
$3.82M +$809K +17,018 +27%
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$3.81M +$41.4K +872 +1%
PWM
138
Parkworth Wealth Management
California
$3.8M +$196K +4,133 +5%
BPA
139
Beacon Pointe Advisors
California
$3.62M +$653K +13,735 +22%
SFP
140
SwitchPoint Financial Planning
Utah
$3.62M -$29.3K -617 -0.8%
DWA
141
Delap Wealth Advisory
Oregon
$3.58M +$403K +8,477 +13%
HNWA
142
Henrickson Nauta Wealth Advisors
Michigan
$3.54M +$81.3K +1,723 +2%
AWA
143
Acorn Wealth Advisors
Michigan
$3.53M +$848K +17,840 +32%
PP
144
PrairieView Partners
Minnesota
$3.33M +$2.34M +49,327 +238%
SAG
145
SageView Advisory Group
California
$2.99M +$4.04K +85 +0.1%
MWP
146
Meredith Wealth Planning
Illinois
$2.89M +$234K +4,927 +9%
AWM
147
Apollon Wealth Management
South Carolina
$2.84M -$84.8K -1,784 -3%
MML Investors Services
148
MML Investors Services
Massachusetts
$2.81M -$13.4K -282 -0.5%
FWMP
149
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.77M -$496K -10,428 -15%
TWA
150
TCI Wealth Advisors
Arizona
$2.68M +$268K +5,639 +11%