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Dimensional Short-Duration Fixed Income ETF

362 hedge funds and large institutions have $4.09B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 230 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 73

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $3.6B → $4.09B (+$488M)

7% more funds holding in top 10

Funds holding in top 10: 7681 (+5)

3% more funds holding

Funds holding: 351362 (+11)

2.51% more ownership

Funds ownership: 75.26%77.77% (+2.5%)

Holders
362
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
4.75%
Holding in Top 10
81
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.58%
% of All Funds
1.06%
New
33
Increased
230
Reduced
73
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWMP
176
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.78M -$22.6K -470 -0.8%
MPCL
177
My Personal CFO LLC
Washington
$2.78M +$2.78M +57,733 New
CA
178
Claris Advisors
Missouri
$2.73M +$32.5K +675 +1%
FOA
179
Five Oceans Advisors
California
$2.72M +$3.08K +64 +0.1%
SWM
180
Selective Wealth Management
Virginia
$2.63M +$2.24M +46,483 +586%
CMP
181
Coston McIsaac & Partners
Maine
$2.62M +$1.17M +24,297 +81%
TWA
182
TCI Wealth Advisors
Arizona
$2.61M
MCA
183
Maryland Capital Advisors
Maryland
$2.59M
BTWM
184
Baker Tilly Wealth Management
Wisconsin
$2.53M +$2.53M +52,538 New
W
185
WorthPointe
California
$2.49M +$920K +19,119 +59%
I
186
INVST
Indiana
$2.48M +$255K +5,289 +11%
TAM
187
TCP Asset Management
Ohio
$2.43M +$156K +3,251 +7%
NFP
188
Narus Financial Partners
Utah
$2.4M -$188K -3,912 -7%
APW
189
Austin Private Wealth
Texas
$2.38M +$452K +9,386 +23%
WRPWM
190
Werba Rubin Papier Wealth Management
California
$2.35M +$363K +7,553 +18%
RWM
191
Rockwood Wealth Management
Pennsylvania
$2.32M -$2.31K -48 -0.1%
IA
192
IFP Advisors
Florida
$2.27M +$200K +4,166 +10%
AWMNH
193
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.23M -$147K -3,061 -6%
DWM
194
Dopkins Wealth Management
New York
$2.18M +$31.6K +657 +1%
HTWM
195
Hartmann Taylor Wealth Management
Texas
$2.12M +$86.6K +1,800 +4%
BIA
196
Barry Investment Advisors
Massachusetts
$2.03M +$397K +8,247 +24%
SIS
197
Strategic Investment Solutions
Illinois
$2M -$254K -5,274 -11%
PFA
198
Pillar Financial Advisors
Kentucky
$1.96M -$121K -2,518 -6%
S4W
199
Solutions 4 Wealth
Texas
$1.95M -$30.8K -639 -2%
KRW
200
Kaufman Rossin Wealth
Florida
$1.9M +$345K +7,179 +22%