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Dimensional Short-Duration Fixed Income ETF

350 hedge funds and large institutions have $3.61B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
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

Top Buyers

1 +$36.5M
2 +$33.6M
3 +$30.1M
4
W
Wealthquest
Ohio
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.1M

Top Sellers

1 -$22.2M
2 -$13.3M
3 -$10.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
126
FMB Wealth Management
California
$4.95M
PAG
127
Private Advisor Group
New Jersey
$4.93M
AWMNY
128
Arcadia Wealth Management (New York)
New York
$4.8M
BCI
129
Brinker Capital Investments
Pennsylvania
$4.76M
BI
130
Binnacle Investments
Iowa
$4.76M
BCA
131
Bay Colony Advisors
Massachusetts
$4.65M
Corient Private Wealth
132
Corient Private Wealth
Florida
$4.64M
DWA
133
Delap Wealth Advisory
Oregon
$4.44M
BPA
134
Beacon Pointe Advisors
California
$4.38M
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$4.36M
WWWM
136
White Wing Wealth Management
Texas
$4.33M
MWA
137
Mills Wealth Advisors
Texas
$4.27M
GLLW
138
Graves Light Lenhart Wealth
Virginia
$4.11M
BWA
139
Babb Wealth Advisors
Arizona
$4.03M
DWM
140
Diversify Wealth Management
Utah
$3.97M
PWM
141
Parkworth Wealth Management
California
$3.92M
KIM
142
Kestra Investment Management
Texas
$3.83M
GVAG
143
Great Valley Advisor Group
Delaware
$3.82M
Jane Street
144
Jane Street
New York
$3.76M
SFP
145
SwitchPoint Financial Planning
Utah
$3.75M
SIM
146
Stratos Investment Management
Ohio
$3.72M
PP
147
PrairieView Partners
Minnesota
$3.64M
RA
148
RFG Advisory
Alabama
$3.64M
LOPW
149
Live Oak Private Wealth
North Carolina
$3.56M
AWA
150
Acorn Wealth Advisors
Michigan
$3.5M