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Dimensional Short-Duration Fixed Income ETF

350 hedge funds and large institutions have $3.61B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$36.5M
2 +$33.6M
3 +$30.1M
4
W
Wealthquest
Ohio
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.1M

Top Sellers

1 -$22.2M
2 -$13.3M
3 -$10.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
176
Strategic Investment Solutions
Illinois
$2.24M
Thrivent Financial for Lutherans
177
Thrivent Financial for Lutherans
Minnesota
$2.22M
SFS
178
Sowell Financial Services
Arkansas
$2.22M
I
179
INVST
Indiana
$2.21M
DWM
180
Dopkins Wealth Management
New York
$2.14M
SPA
181
Shore Point Advisors
New Jersey
$2.14M
PFA
182
Pillar Financial Advisors
Kentucky
$2.07M
IA
183
IFP Advisors
Florida
$2.06M
HTWM
184
Hartmann Taylor Wealth Management
Texas
$2.03M
WRPWM
185
Werba Rubin Papier Wealth Management
California
$1.98M
S4W
186
Solutions 4 Wealth
Texas
$1.97M
APW
187
Austin Private Wealth
Texas
$1.92M
SPI
188
Sutton Place Investors
New York
$1.85M
AIS
189
American Investment Services
Massachusetts
$1.79M
SWM
190
Sentinel Wealth Management
Virginia
$1.75M
QHA
191
Quarry Hill Advisors
Minnesota
$1.73M
Raymond James Financial
192
Raymond James Financial
Florida
$1.73M
WAN
193
Wealth Advisors Northwest
Oregon
$1.72M
Pathstone Holdings
194
Pathstone Holdings
New Jersey
$1.72M
SEIA
195
Signature Estate & Investment Advisors
California
$1.7M
Northern Trust
196
Northern Trust
Illinois
$1.69M
WANY
197
Wealthspire Advisors (New York)
New York
$1.66M
BIA
198
Barry Investment Advisors
Massachusetts
$1.63M
SIAG
199
Safeguard Investment Advisory Group
California
$1.61M
AWM
200
Aegis Wealth Management
Maryland
$1.59M