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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
FWMP
176
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.78M
MPCL
177
My Personal CFO LLC
Washington
$2.78M
CA
178
Claris Advisors
Missouri
$2.73M
FOA
179
Five Oceans Advisors
California
$2.72M
SWM
180
Selective Wealth Management
Virginia
$2.63M
CMP
181
Coston McIsaac & Partners
Maine
$2.62M
TWA
182
TCI Wealth Advisors
Arizona
$2.61M
MCA
183
Maryland Capital Advisors
Maryland
$2.59M
BTWM
184
Baker Tilly Wealth Management
Wisconsin
$2.53M
W
185
WorthPointe
California
$2.49M
TAM
186
TCP Asset Management
Ohio
$2.43M
APW
187
Austin Private Wealth
Texas
$2.38M
WRPWM
188
Werba Rubin Papier Wealth Management
California
$2.35M
RWM
189
Rockwood Wealth Management
Pennsylvania
$2.32M
IA
190
IFP Advisors
Florida
$2.27M
AWMNH
191
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.23M
DWM
192
Dopkins Wealth Management
New York
$2.18M
HTWM
193
Hartmann Taylor Wealth Management
Texas
$2.12M
BIA
194
Barry Investment Advisors
Massachusetts
$2.03M
SIS
195
Strategic Investment Solutions
Illinois
$2M
PFA
196
Pillar Financial Advisors
Kentucky
$1.96M
S4W
197
Solutions 4 Wealth
Texas
$1.95M
KRW
198
Kaufman Rossin Wealth
Florida
$1.9M
WAN
199
Wealth Advisors Northwest
Oregon
$1.89M
VPWA
200
Vestia Personal Wealth Advisors
Indiana
$1.88M