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Dimensional Short-Duration Fixed Income ETF

338 hedge funds and large institutions have $3.28B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
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
HTWM
151
Hartmann Taylor Wealth Management
Texas
$2.68M
NFP
152
Narus Financial Partners
Utah
$2.67M
MCA
153
Maryland Capital Advisors
Maryland
$2.56M
FOA
154
Five Oceans Advisors
California
$2.5M
APC
155
Aspire Private Capital
North Carolina
$2.5M
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$2.46M
KAS
157
Kestra Advisory Services
Texas
$2.46M
SIS
158
Strategic Investment Solutions
Illinois
$2.45M
XPN
159
XY Planning Network
Montana
$2.45M
AQR Capital Management
160
AQR Capital Management
Connecticut
$2.45M
AIM
161
Archer Investment Management
Texas
$2.41M
Raymond James Financial
162
Raymond James Financial
Florida
$2.37M
RWM
163
Rockwood Wealth Management
Pennsylvania
$2.36M
BCA
164
Bay Colony Advisors
Massachusetts
$2.36M
AWMNH
165
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.2M
BAM
166
BOS Asset Management
Illinois
$2.15M
SFS
167
Sowell Financial Services
Arkansas
$2.1M
PFA
168
Pillar Financial Advisors
Kentucky
$2.09M
CA
169
Claris Advisors
Missouri
$2.09M
PWIA
170
Porter White Investment Advisors
Alabama
$2.01M
SPA
171
Shore Point Advisors
New Jersey
$2M
TAM
172
TCP Asset Management
Ohio
$1.99M
S4W
173
Solutions 4 Wealth
Texas
$1.98M
HKIMG
174
Hutchens & Kramer Investment Management Group
Indiana
$1.98M
CWA
175
CogentBlue Wealth Advisors
Tennessee
$1.95M