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Dimensional Short-Duration Fixed Income ETF

354 hedge funds and large institutions have $4.07B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 226 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
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
MPCL
176
My Personal CFO LLC
Washington
$2.78M
CA
177
Claris Advisors
Missouri
$2.73M
FOA
178
Five Oceans Advisors
California
$2.72M
SWM
179
Selective Wealth Management
Virginia
$2.63M
CMP
180
Coston McIsaac & Partners
Maine
$2.62M
TWA
181
TCI Wealth Advisors
Arizona
$2.61M
MCA
182
Maryland Capital Advisors
Maryland
$2.59M
BTWM
183
Baker Tilly Wealth Management
Wisconsin
$2.53M
W
184
WorthPointe
California
$2.49M
TAM
185
TCP Asset Management
Ohio
$2.43M
APW
186
Austin Private Wealth
Texas
$2.38M
WRPWM
187
Werba Rubin Papier Wealth Management
California
$2.35M
RWM
188
Rockwood Wealth Management
Pennsylvania
$2.32M
AWMNH
189
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.23M
DWM
190
Dopkins Wealth Management
New York
$2.18M
HTWM
191
Hartmann Taylor Wealth Management
Texas
$2.12M
BIA
192
Barry Investment Advisors
Massachusetts
$2.03M
PFA
193
Pillar Financial Advisors
Kentucky
$1.96M
S4W
194
Solutions 4 Wealth
Texas
$1.95M
KRW
195
Kaufman Rossin Wealth
Florida
$1.9M
WAN
196
Wealth Advisors Northwest
Oregon
$1.89M
VPWA
197
Vestia Personal Wealth Advisors
Indiana
$1.88M
CC
198
Copperleaf Capital
North Carolina
$1.87M
SPI
199
Sutton Place Investors
New York
$1.87M
IFA
200
Index Fund Advisors
California
$1.84M