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Dimensional Short-Duration Fixed Income ETF

338 hedge funds and large institutions have $3.28B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+16
Holders Change %
+4.97%
% of All Funds
4.59%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.03%
New
38
Increased
199
Reduced
70
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
176
Tassel Capital Management
North Carolina
$1.93M +$1.93M +40,561 New
DWM
177
Dopkins Wealth Management
New York
$1.92M +$259K +5,441 +16%
MWA
178
Mills Wealth Advisors
Texas
$1.92M +$1.92M +40,423 New
GVAG
179
Great Valley Advisor Group
Delaware
$1.91M +$32.6K +686 +2%
SPI
180
Sutton Place Investors
New York
$1.91M +$19.4K +409 +1%
I
181
INVST
Indiana
$1.85M +$726K +15,279 +65%
LOPW
182
Live Oak Private Wealth
North Carolina
$1.83M +$1.47M +31,026 +416%
AIS
183
American Investment Services
Massachusetts
$1.82M +$101K +2,116 +6%
PWM
184
PBMares Wealth Management
Virginia
$1.74M +$263K +5,535 +18%
ACM
185
Aspen Capital Management
Idaho
$1.74M +$1.74M +36,550 New
Citigroup
186
Citigroup
New York
$1.68M +$1.09M +22,879 +182%
PA
187
PFG Advisors
Arizona
$1.62M -$32.7K -688 -2%
SEIA
188
Signature Estate & Investment Advisors
California
$1.61M +$9.5K +200 +0.6%
Pathstone Holdings
189
Pathstone Holdings
New Jersey
$1.6M +$146K +3,080 +10%
AWM
190
Aegis Wealth Management
Maryland
$1.59M +$11.9K +250 +0.8%
SIAG
191
Safeguard Investment Advisory Group
California
$1.59M +$99K +2,084 +7%
EWA
192
EverSource Wealth Advisors
Alabama
$1.59M +$276K +5,798 +21%
KRW
193
Kaufman Rossin Wealth
Florida
$1.59M -$291K -6,130 -16%
SIC
194
Samalin Investment Counsel
New York
$1.56M +$14.5K +305 +0.9%
MWM
195
Modera Wealth Management
New Jersey
$1.54M +$180K +3,784 +13%
CCM
196
Cambridge Capital Management
Illinois
$1.51M +$95.8K +2,015 +7%
SWM
197
SpringVest Wealth Management
Texas
$1.5M +$297K +6,254 +25%
DWM
198
DecisionMap Wealth Management
Virginia
$1.49M -$147K -3,092 -9%
TC
199
TownSquare Capital
Utah
$1.47M +$1.47M +30,913 New
QHA
200
Quarry Hill Advisors
Minnesota
$1.47M +$212K +4,452 +17%