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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.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
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
PAG
126
Private Advisor Group
New Jersey
$4.36M
AWMNY
127
Arcadia Wealth Management (New York)
New York
$4.21M
BWG
128
Beta Wealth Group
California
$4.15M
GLLW
129
Graves Light Lenhart Wealth
Virginia
$4.09M
DWM
130
Diversify Wealth Management
Utah
$4.02M
BWA
131
Babb Wealth Advisors
Arizona
$3.93M
OPS
132
Orion Portfolio Solutions
Nebraska
$3.87M
BCI
133
Brinker Capital Investments
Pennsylvania
$3.87M
KFGG
134
Keystone Financial Group (Georgia)
Georgia
$3.85M
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$3.83M
BH
136
Burk Holdings
Oklahoma
$3.82M
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$3.81M
PWM
138
Parkworth Wealth Management
California
$3.8M
BPA
139
Beacon Pointe Advisors
California
$3.62M
SFP
140
SwitchPoint Financial Planning
Utah
$3.62M
DWA
141
Delap Wealth Advisory
Oregon
$3.58M
HNWA
142
Henrickson Nauta Wealth Advisors
Michigan
$3.54M
AWA
143
Acorn Wealth Advisors
Michigan
$3.53M
PP
144
PrairieView Partners
Minnesota
$3.33M
SAG
145
SageView Advisory Group
California
$2.99M
MWP
146
Meredith Wealth Planning
Illinois
$2.89M
AWM
147
Apollon Wealth Management
South Carolina
$2.84M
MML Investors Services
148
MML Investors Services
Massachusetts
$2.81M
FWMP
149
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.77M
TWA
150
TCI Wealth Advisors
Arizona
$2.68M