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Dimensional Short-Duration Fixed Income ETF

349 hedge funds and large institutions have $3.59B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 189 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
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 -$14.1M
3 -$13.3M
4
IA
IFP Advisors
Florida
-$10.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
Name Holding Trade Value Shares
Change
Change in
Stake
XPN
151
XY Planning Network
Montana
$3.33M
CWA
152
CogentBlue Wealth Advisors
Tennessee
$3.29M
MML Investors Services
153
MML Investors Services
Massachusetts
$3.23M
AWM
154
Apollon Wealth Management
South Carolina
$3.19M
MWP
155
Meredith Wealth Planning
Illinois
$3.07M
SAG
156
SageView Advisory Group
California
$3.02M
HFA
157
Hippocratic Financial Advisors
California
$2.99M
FWMP
158
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.79M
KAS
159
Kestra Advisory Services
Texas
$2.79M
Citigroup
160
Citigroup
New York
$2.79M
APC
161
Aspire Private Capital
North Carolina
$2.72M
FOA
162
Five Oceans Advisors
California
$2.71M
CA
163
Claris Advisors
Missouri
$2.7M
AQR Capital Management
164
AQR Capital Management
Connecticut
$2.65M
TWA
165
TCI Wealth Advisors
Arizona
$2.6M
MCA
166
Maryland Capital Advisors
Maryland
$2.58M
NFP
167
Narus Financial Partners
Utah
$2.58M
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$2.52M
BAM
169
BOS Asset Management
Illinois
$2.4M
AWMNH
170
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.37M
PWIA
171
Porter White Investment Advisors
Alabama
$2.35M
RWM
172
Rockwood Wealth Management
Pennsylvania
$2.31M
SWM
173
SpringVest Wealth Management
Texas
$2.3M
TAM
174
TCP Asset Management
Ohio
$2.26M
SIS
175
Strategic Investment Solutions
Illinois
$2.24M