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Dimensional Short-Duration Fixed Income ETF

350 hedge funds and large institutions have $3.61B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
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

Top Buyers

1 +$36.5M
2 +$33.6M
3 +$30.1M
4
W
Wealthquest
Ohio
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.1M

Top Sellers

1 -$22.2M
2 -$13.3M
3 -$10.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
HNWA
151
Henrickson Nauta Wealth Advisors
Michigan
$3.46M
XPN
152
XY Planning Network
Montana
$3.33M
CWA
153
CogentBlue Wealth Advisors
Tennessee
$3.29M
MML Investors Services
154
MML Investors Services
Massachusetts
$3.23M
AWM
155
Apollon Wealth Management
South Carolina
$3.19M
MWP
156
Meredith Wealth Planning
Illinois
$3.07M
SAG
157
SageView Advisory Group
California
$3.02M
HFA
158
Hippocratic Financial Advisors
California
$2.99M
FWMP
159
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.79M
KAS
160
Kestra Advisory Services
Texas
$2.79M
Citigroup
161
Citigroup
New York
$2.79M
APC
162
Aspire Private Capital
North Carolina
$2.72M
FOA
163
Five Oceans Advisors
California
$2.71M
CA
164
Claris Advisors
Missouri
$2.7M
AQR Capital Management
165
AQR Capital Management
Connecticut
$2.65M
TWA
166
TCI Wealth Advisors
Arizona
$2.6M
MCA
167
Maryland Capital Advisors
Maryland
$2.58M
NFP
168
Narus Financial Partners
Utah
$2.58M
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$2.52M
BAM
170
BOS Asset Management
Illinois
$2.4M
AWMNH
171
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.37M
PWIA
172
Porter White Investment Advisors
Alabama
$2.35M
RWM
173
Rockwood Wealth Management
Pennsylvania
$2.31M
SWM
174
SpringVest Wealth Management
Texas
$2.3M
TAM
175
TCP Asset Management
Ohio
$2.26M