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Dimensional Short-Duration Fixed Income ETF

348 hedge funds and large institutions have $3.58B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+10
Holders Change %
+2.96%
% of All Funds
4.67%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.02%
New
32
Increased
188
Reduced
98
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
176
Thrivent Financial for Lutherans
Minnesota
$2.22M +$2.22M +46,331 New
SFS
177
Sowell Financial Services
Arkansas
$2.22M +$105K +2,188 +5%
DWM
178
Dopkins Wealth Management
New York
$2.14M +$201K +4,187 +10%
SPA
179
Shore Point Advisors
New Jersey
$2.14M +$115K +2,395 +6%
PFA
180
Pillar Financial Advisors
Kentucky
$2.07M -$46.5K -968 -2%
IA
181
IFP Advisors
Florida
$2.06M -$10.7M -223,735 -84%
HTWM
182
Hartmann Taylor Wealth Management
Texas
$2.03M -$679K -14,150 -25%
WRPWM
183
Werba Rubin Papier Wealth Management
California
$1.98M +$692K +14,412 +54%
S4W
184
Solutions 4 Wealth
Texas
$1.97M -$31K -645 -2%
APW
185
Austin Private Wealth
Texas
$1.92M +$1.62M +33,708 +540%
SPI
186
Sutton Place Investors
New York
$1.85M -$77.9K -1,623 -4%
AIS
187
American Investment Services
Massachusetts
$1.79M -$42.7K -890 -2%
SWM
188
Sentinel Wealth Management
Virginia
$1.75M +$1.75M +36,411 New
QHA
189
Quarry Hill Advisors
Minnesota
$1.73M +$250K +5,201 +17%
Raymond James Financial
190
Raymond James Financial
Florida
$1.73M -$665K -13,861 -28%
WAN
191
Wealth Advisors Northwest
Oregon
$1.72M +$1.28M +26,584 +285%
Pathstone Holdings
192
Pathstone Holdings
New Jersey
$1.72M +$101K +2,102 +6%
SEIA
193
Signature Estate & Investment Advisors
California
$1.7M +$73.4K +1,528 +5%
Northern Trust
194
Northern Trust
Illinois
$1.69M +$1.69M +35,168 New
WANY
195
Wealthspire Advisors (New York)
New York
$1.66M +$803K +16,726 +94%
BIA
196
Barry Investment Advisors
Massachusetts
$1.63M +$311K +6,468 +24%
SIAG
197
Safeguard Investment Advisory Group
California
$1.61M -$1.01K -21 -0.1%
AWM
198
Aegis Wealth Management
Maryland
$1.59M
MWM
199
Modera Wealth Management
New Jersey
$1.58M +$21.4K +445 +1%
W
200
WorthPointe
California
$1.56M +$390K +8,116 +33%