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Dimensional Short-Duration Fixed Income ETF

394 hedge funds and large institutions have $4.69B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 231 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
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
RFP
126
RCS Financial Planning
Maryland
$7.63M
BAM
127
Belleair Asset Management
Florida
$7.39M
VPF
128
Vantage Point Financial
Illinois
$7.33M
CIAS
129
CFS Investment Advisory Services
New Jersey
$7.23M
TCM
130
Triumph Capital Management
Colorado
$7.21M
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$7.16M
FWM
132
FMB Wealth Management
California
$7.16M
PFS
133
Professional Financial Solutions
Virginia
$7.05M
TIAM2
134
Tru Independence Asset Management 2
Oregon
$7M
BC
135
Burney Company
Virginia
$6.98M
KIM
136
Kestra Investment Management
Texas
$6.75M
PF
137
Parker Financial
Washington
$6.65M
AWMNY
138
Arcadia Wealth Management (New York)
New York
$6.64M
HA
139
Heffernan Advisory
Arizona
$6.58M
VWWMG
140
Vermillion & White Wealth Management Group
Pennsylvania
$6.55M
ARA
141
Approach Retirement Advisors
Alabama
$6.54M
KCWM
142
Kane Co Wealth Management
Iowa
$6.52M
WWWM
143
White Wing Wealth Management
Texas
$6.52M
SIMC
144
Squire Investment Management Company
Utah
$6.48M
BH
145
Burk Holdings
Oklahoma
$6.44M
NDWM
146
New Dimensions Wealth Management
Texas
$6.29M
MWP
147
Meredith Wealth Planning
Illinois
$6.17M
HNWA
148
Henrickson Nauta Wealth Advisors
Michigan
$6.03M
BWA
149
Babb Wealth Advisors
Arizona
$5.99M
DWA
150
Delap Wealth Advisory
Oregon
$5.96M