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Dimensional Short-Duration Fixed Income ETF

348 hedge funds and large institutions have $3.58B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+10
Holders Change %
+2.96%
% of All Funds
4.67%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.02%
New
32
Increased
188
Reduced
98
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
126
Private Advisor Group
New Jersey
$4.93M +$525K +10,926 +12%
AWMNY
127
Arcadia Wealth Management (New York)
New York
$4.8M +$552K +11,490 +13%
BCI
128
Brinker Capital Investments
Pennsylvania
$4.76M +$845K +17,608 +22%
BI
129
Binnacle Investments
Iowa
$4.76M +$297K +6,188 +7%
BCA
130
Bay Colony Advisors
Massachusetts
$4.65M +$2.27M +47,277 +95%
Corient Private Wealth
131
Corient Private Wealth
Florida
$4.64M -$2.46M -51,144 -35%
DWA
132
Delap Wealth Advisory
Oregon
$4.44M +$832K +17,326 +23%
BPA
133
Beacon Pointe Advisors
California
$4.38M +$719K +14,968 +20%
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$4.36M +$487K +10,151 +13%
WWWM
135
White Wing Wealth Management
Texas
$4.33M -$246K -5,132 -5%
MWA
136
Mills Wealth Advisors
Texas
$4.27M +$2.33M +48,551 +120%
GLLW
137
Graves Light Lenhart Wealth
Virginia
$4.11M -$14.1K -293 -0.3%
BWA
138
Babb Wealth Advisors
Arizona
$4.03M +$59.3K +1,236 +1%
DWM
139
Diversify Wealth Management
Utah
$3.97M -$89K -1,848 -2%
PWM
140
Parkworth Wealth Management
California
$3.92M +$74.3K +1,548 +2%
KIM
141
Kestra Investment Management
Texas
$3.83M +$2.66M +55,603 +227%
GVAG
142
Great Valley Advisor Group
Delaware
$3.82M +$1.89M +39,348 +98%
Jane Street
143
Jane Street
New York
$3.76M -$3M -62,552 -44%
SFP
144
SwitchPoint Financial Planning
Utah
$3.75M +$88.4K +1,841 +2%
SIM
145
Stratos Investment Management
Ohio
$3.72M +$3.72M +77,383 New
PP
146
PrairieView Partners
Minnesota
$3.64M +$280K +5,834 +8%
RA
147
RFG Advisory
Alabama
$3.64M -$1.01M -21,112 -22%
LOPW
148
Live Oak Private Wealth
North Carolina
$3.56M +$1.71M +35,682 +93%
AWA
149
Acorn Wealth Advisors
Michigan
$3.5M -$70.6K -1,470 -2%
HNWA
150
Henrickson Nauta Wealth Advisors
Michigan
$3.46M -$144K -2,999 -4%