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Dimensional Short-Duration Fixed Income ETF

362 hedge funds and large institutions have $4.09B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 230 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 73

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $3.6B → $4.09B (+$488M)

7% more funds holding in top 10

Funds holding in top 10: 7681 (+5)

3% more funds holding

Funds holding: 351362 (+11)

2.51% more ownership

Funds ownership: 75.26%77.77% (+2.5%)

Holders
362
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
4.75%
Holding in Top 10
81
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.58%
% of All Funds
1.06%
New
33
Increased
230
Reduced
73
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
126
Kooman & Associates
Pennsylvania
$5.69M -$29K -602 -0.5%
BH
127
Burk Holdings
Oklahoma
$5.69M +$613K +12,738 +12%
KFGG
128
Keystone Financial Group (Georgia)
Georgia
$5.61M +$436K +9,065 +8%
BCI
129
Brinker Capital Investments
Pennsylvania
$5.57M +$796K +16,530 +17%
FWM
130
FMB Wealth Management
California
$5.49M +$528K +10,972 +11%
LWM
131
Lakeridge Wealth Management
Ohio
$5.48M +$230K +4,784 +4%
AWMNY
132
Arcadia Wealth Management (New York)
New York
$5.46M +$644K +13,382 +13%
WWWM
133
White Wing Wealth Management
Texas
$5.46M +$1.11M +23,005 +26%
TIM
134
Tortoise Investment Management
New York
$5.43M +$118K +2,458 +2%
DWA
135
Delap Wealth Advisory
Oregon
$5.42M +$948K +19,696 +21%
MWA
136
Mills Wealth Advisors
Texas
$5.33M +$1.04M +21,642 +24%
CW
137
CreativeOne Wealth
Kansas
$5.29M +$217K +4,507 +4%
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$5.21M -$335K -6,952 -6%
LOPW
139
Live Oak Private Wealth
North Carolina
$5.14M +$1.56M +32,508 +44%
BI
140
Binnacle Investments
Iowa
$5.04M +$268K +5,561 +6%
KIM
141
Kestra Investment Management
Texas
$4.92M +$1.06M +21,940 +27%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$4.91M -$1.83M -38,007 -27%
Corient Private Wealth
143
Corient Private Wealth
Florida
$4.77M +$107K +2,223 +2%
MWP
144
Meredith Wealth Planning
Illinois
$4.75M +$1.67M +34,798 +54%
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$4.73M +$352K +7,311 +8%
PAG
146
Private Advisor Group
New Jersey
$4.72M -$231K -4,810 -5%
PWP
147
Parkwoods Wealth Partners
New York
$4.68M +$4.24M +88,060 +978%
BWA
148
Babb Wealth Advisors
Arizona
$4.52M +$477K +9,913 +12%
CWA
149
CogentBlue Wealth Advisors
Tennessee
$4.35M +$1.04M +21,706 +32%
GLLW
150
Graves Light Lenhart Wealth
Virginia
$4.13M +$1.4K +29 +0%