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Dimensional Short-Duration Fixed Income ETF

399 hedge funds and large institutions have $4.7B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 231 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
DWA
151
Delap Wealth Advisory
Oregon
$5.96M
TIM
152
Tortoise Investment Management
New York
$5.95M
KA
153
Kooman & Associates
Pennsylvania
$5.95M
HI
154
Harbour Investments
Wisconsin
$5.95M
SEIA
155
Signature Estate & Investment Advisors
California
$5.91M
BCI
156
Brinker Capital Investments
Pennsylvania
$5.82M
KFGG
157
Keystone Financial Group (Georgia)
Georgia
$5.67M
CW
158
CreativeOne Wealth
Kansas
$5.64M
LWM
159
Lakeridge Wealth Management
Ohio
$5.51M
BC
160
BDFS Capital
Delaware
$5.49M
MMA
161
Miracle Mile Advisors
California
$5.47M
LOPW
162
Live Oak Private Wealth
North Carolina
$5.45M
MWA
163
Mills Wealth Advisors
Texas
$5.17M
Envestnet Portfolio Solutions
164
Envestnet Portfolio Solutions
Illinois
$5.09M
TWC
165
Tencap Wealth Coaching
Utah
$4.87M
PAG
166
Private Advisor Group
New Jersey
$4.83M
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$4.71M
FIA
168
Foundations Investment Advisors
Arizona
$4.69M
CWR
169
Chico Wealth RIA
California
$4.5M
CMP
170
Coston McIsaac & Partners
Maine
$4.5M
PPP
171
Prism Planning Partners
Illinois
$4.43M
CWA
172
CogentBlue Wealth Advisors
Tennessee
$4.36M
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$4.35M
KAS
174
Kestra Advisory Services
Texas
$4.3M
SPA
175
Shore Point Advisors
New Jersey
$4.25M