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Dimensional Short-Duration Fixed Income ETF

349 hedge funds and large institutions have $3.59B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 189 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
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 -$14.1M
3 -$13.3M
4
IA
IFP Advisors
Florida
-$10.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
176
Thrivent Financial for Lutherans
Minnesota
$2.22M
SFS
177
Sowell Financial Services
Arkansas
$2.22M
I
178
INVST
Indiana
$2.21M
DWM
179
Dopkins Wealth Management
New York
$2.14M
SPA
180
Shore Point Advisors
New Jersey
$2.14M
PFA
181
Pillar Financial Advisors
Kentucky
$2.07M
IA
182
IFP Advisors
Florida
$2.06M
HTWM
183
Hartmann Taylor Wealth Management
Texas
$2.03M
WRPWM
184
Werba Rubin Papier Wealth Management
California
$1.98M
S4W
185
Solutions 4 Wealth
Texas
$1.97M
APW
186
Austin Private Wealth
Texas
$1.92M
SPI
187
Sutton Place Investors
New York
$1.85M
AIS
188
American Investment Services
Massachusetts
$1.79M
SWM
189
Sentinel Wealth Management
Virginia
$1.75M
QHA
190
Quarry Hill Advisors
Minnesota
$1.73M
Raymond James Financial
191
Raymond James Financial
Florida
$1.73M
WAN
192
Wealth Advisors Northwest
Oregon
$1.72M
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$1.72M
SEIA
194
Signature Estate & Investment Advisors
California
$1.7M
Northern Trust
195
Northern Trust
Illinois
$1.69M
WANY
196
Wealthspire Advisors (New York)
New York
$1.66M
BIA
197
Barry Investment Advisors
Massachusetts
$1.63M
SIAG
198
Safeguard Investment Advisory Group
California
$1.61M
AWM
199
Aegis Wealth Management
Maryland
$1.59M
MWM
200
Modera Wealth Management
New Jersey
$1.58M