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Dimensional Short-Duration Fixed Income ETF

399 hedge funds and large institutions have $4.7B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 231 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
PFA
126
Pure Financial Advisors
California
$7.75M
RFP
127
RCS Financial Planning
Maryland
$7.63M
BAM
128
Belleair Asset Management
Florida
$7.39M
VPF
129
Vantage Point Financial
Illinois
$7.33M
CIAS
130
CFS Investment Advisory Services
New Jersey
$7.23M
TCM
131
Triumph Capital Management
Colorado
$7.21M
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$7.16M
FWM
133
FMB Wealth Management
California
$7.16M
PFS
134
Professional Financial Solutions
Virginia
$7.05M
TIAM2
135
Tru Independence Asset Management 2
Oregon
$7M
BC
136
Burney Company
Virginia
$6.98M
KIM
137
Kestra Investment Management
Texas
$6.75M
PF
138
Parker Financial
Washington
$6.65M
AWMNY
139
Arcadia Wealth Management (New York)
New York
$6.64M
HA
140
Heffernan Advisory
Arizona
$6.58M
VWWMG
141
Vermillion & White Wealth Management Group
Pennsylvania
$6.55M
ARA
142
Approach Retirement Advisors
Alabama
$6.54M
KCWM
143
Kane Co Wealth Management
Iowa
$6.52M
WWWM
144
White Wing Wealth Management
Texas
$6.52M
SIMC
145
Squire Investment Management Company
Utah
$6.48M
BH
146
Burk Holdings
Oklahoma
$6.44M
NDWM
147
New Dimensions Wealth Management
Texas
$6.29M
MWP
148
Meredith Wealth Planning
Illinois
$6.17M
HNWA
149
Henrickson Nauta Wealth Advisors
Michigan
$6.03M
BWA
150
Babb Wealth Advisors
Arizona
$5.99M