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Dimensional Short-Duration Fixed Income ETF

354 hedge funds and large institutions have $4.07B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 226 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
81
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
GVAG
151
Great Valley Advisor Group
Delaware
$3.83M
SWM
152
SpringVest Wealth Management
Texas
$3.8M
AC
153
Annandale Capital
Texas
$3.78M
RA
154
RFG Advisory
Alabama
$3.72M
DWM
155
Diversify Wealth Management
Utah
$3.71M
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$3.69M
AWA
157
Acorn Wealth Advisors
Michigan
$3.51M
AQR Capital Management
158
AQR Capital Management
Connecticut
$3.38M
MML Investors Services
159
MML Investors Services
Massachusetts
$3.36M
FIA
160
Foundations Investment Advisors
Arizona
$3.34M
XPN
161
XY Planning Network
Montana
$3.33M
PWIA
162
Porter White Investment Advisors
Alabama
$3.28M
SPA
163
Shore Point Advisors
New Jersey
$3.28M
SEIA
164
Signature Estate & Investment Advisors
California
$3.18M
KAS
165
Kestra Advisory Services
Texas
$3.09M
Citigroup
166
Citigroup
New York
$3.08M
HNWA
167
Henrickson Nauta Wealth Advisors
Michigan
$3.07M
SAG
168
SageView Advisory Group
California
$3.03M
AWM
169
Apollon Wealth Management
South Carolina
$2.99M
Raymond James Financial
170
Raymond James Financial
Florida
$2.98M
BAM
171
BOS Asset Management
Illinois
$2.96M
HFA
172
Hippocratic Financial Advisors
California
$2.88M
APC
173
Aspire Private Capital
North Carolina
$2.83M
SFS
174
Sowell Financial Services
Arkansas
$2.82M
FWMP
175
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.78M