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Dimensional Short-Duration Fixed Income ETF

348 hedge funds and large institutions have $3.58B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+10
Holders Change %
+2.96%
% of All Funds
4.67%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.02%
New
32
Increased
188
Reduced
98
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
XPN
151
XY Planning Network
Montana
$3.33M +$853K +17,758 +34%
CWA
152
CogentBlue Wealth Advisors
Tennessee
$3.29M +$1.33M +27,615 +67%
MML Investors Services
153
MML Investors Services
Massachusetts
$3.23M +$385K +8,024 +14%
AWM
154
Apollon Wealth Management
South Carolina
$3.19M +$322K +6,704 +11%
MWP
155
Meredith Wealth Planning
Illinois
$3.07M +$151K +3,143 +5%
SAG
156
SageView Advisory Group
California
$3.02M +$1.53K +32 +0.1%
HFA
157
Hippocratic Financial Advisors
California
$2.99M -$22.2M -462,928 -88%
FWMP
158
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.79M
KAS
159
Kestra Advisory Services
Texas
$2.79M +$311K +6,478 +13%
Citigroup
160
Citigroup
New York
$2.79M +$1.09M +22,668 +64%
APC
161
Aspire Private Capital
North Carolina
$2.72M +$198K +4,134 +8%
FOA
162
Five Oceans Advisors
California
$2.71M +$182K +3,798 +7%
CA
163
Claris Advisors
Missouri
$2.7M +$588K +12,256 +28%
AQR Capital Management
164
AQR Capital Management
Connecticut
$2.65M +$176K +3,671 +7%
TWA
165
TCI Wealth Advisors
Arizona
$2.6M -$112K -2,328 -4%
MCA
166
Maryland Capital Advisors
Maryland
$2.58M -$336 -7 -0%
NFP
167
Narus Financial Partners
Utah
$2.58M -$114K -2,370 -4%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$2.52M +$32.5K +677 +1%
BAM
169
BOS Asset Management
Illinois
$2.4M +$227K +4,719 +10%
AWMNH
170
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.37M +$143K +2,987 +6%
PWIA
171
Porter White Investment Advisors
Alabama
$2.35M +$324K +6,757 +16%
RWM
172
Rockwood Wealth Management
Pennsylvania
$2.31M -$77.7K -1,618 -3%
SWM
173
SpringVest Wealth Management
Texas
$2.3M +$786K +16,364 +52%
TAM
174
TCP Asset Management
Ohio
$2.26M +$253K +5,277 +13%
SIS
175
Strategic Investment Solutions
Illinois
$2.24M -$232K -4,829 -9%