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Dimensional Short-Duration Fixed Income ETF

359 hedge funds and large institutions have $4.09B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 228 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
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
SFP
151
SwitchPoint Financial Planning
Utah
$4.01M
GVAG
152
Great Valley Advisor Group
Delaware
$3.83M
SWM
153
SpringVest Wealth Management
Texas
$3.8M
AC
154
Annandale Capital
Texas
$3.78M
RA
155
RFG Advisory
Alabama
$3.72M
DWM
156
Diversify Wealth Management
Utah
$3.71M
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$3.69M
AWA
158
Acorn Wealth Advisors
Michigan
$3.51M
AQR Capital Management
159
AQR Capital Management
Connecticut
$3.38M
MML Investors Services
160
MML Investors Services
Massachusetts
$3.36M
FIA
161
Foundations Investment Advisors
Arizona
$3.34M
XPN
162
XY Planning Network
Montana
$3.33M
PWIA
163
Porter White Investment Advisors
Alabama
$3.28M
SPA
164
Shore Point Advisors
New Jersey
$3.28M
SEIA
165
Signature Estate & Investment Advisors
California
$3.18M
KAS
166
Kestra Advisory Services
Texas
$3.09M
Citigroup
167
Citigroup
New York
$3.08M
HNWA
168
Henrickson Nauta Wealth Advisors
Michigan
$3.07M
SAG
169
SageView Advisory Group
California
$3.03M
AWM
170
Apollon Wealth Management
South Carolina
$2.99M
Raymond James Financial
171
Raymond James Financial
Florida
$2.98M
BAM
172
BOS Asset Management
Illinois
$2.96M
HFA
173
Hippocratic Financial Advisors
California
$2.88M
APC
174
Aspire Private Capital
North Carolina
$2.83M
SFS
175
Sowell Financial Services
Arkansas
$2.82M