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Dimensional Short-Duration Fixed Income ETF

394 hedge funds and large institutions have $4.69B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 231 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
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
176
SwitchPoint Financial Planning
Utah
$4.24M
AW
177
Aspirean Wealth
California
$4.23M
GLLW
178
Graves Light Lenhart Wealth
Virginia
$4.15M
SW
179
Simplicity Wealth
New Jersey
$4.15M
CA
180
Claris Advisors
Missouri
$4.13M
AQR Capital Management
181
AQR Capital Management
Connecticut
$4M
DWM
182
Diversify Wealth Management
Utah
$3.96M
BAM
183
BOS Asset Management
Illinois
$3.93M
SWM
184
SpringVest Wealth Management
Texas
$3.83M
4WM
185
49 Wealth Management
Texas
$3.76M
PWIA
186
Porter White Investment Advisors
Alabama
$3.76M
RA
187
RFG Advisory
Alabama
$3.63M
XPN
188
XY Planning Network
Montana
$3.59M
GVAG
189
Great Valley Advisor Group
Delaware
$3.45M
SFS
190
Sowell Financial Services
Arkansas
$3.44M
Citigroup
191
Citigroup
New York
$3.41M
FWM
192
Fonville Wealth Management
Virginia
$3.4M
PA
193
ProCore Advisors
California
$3.21M
I
194
INVST
Indiana
$3.19M
IFA
195
Index Fund Advisors
California
$3.15M
SAG
196
SageView Advisory Group
California
$3.13M
AWA
197
Acorn Wealth Advisors
Michigan
$3.12M
MML Investors Services
198
MML Investors Services
Massachusetts
$3.11M
VPWA
199
Vestia Personal Wealth Advisors
Indiana
$3.04M
PA
200
Powerhouse Assets
Massachusetts
$2.99M