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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
HFA
201
Hippocratic Financial Advisors
California
$2.83M
APC
202
Aspire Private Capital
North Carolina
$2.77M
FOA
203
Five Oceans Advisors
California
$2.71M
APW
204
Austin Private Wealth
Texas
$2.66M
TWA
205
TCI Wealth Advisors
Arizona
$2.61M
MCA
206
Maryland Capital Advisors
Maryland
$2.58M
MGW
207
MB Generational Wealth
Washington
$2.53M
FWMP
208
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.53M
AWM
209
Apollon Wealth Management
South Carolina
$2.51M
Jane Street
210
Jane Street
New York
$2.51M
TAM
211
TCP Asset Management
Ohio
$2.5M
WUW
212
Wheels Up Wealth
California
$2.47M
BIA
213
Barry Investment Advisors
Massachusetts
$2.34M
DWM
214
Dopkins Wealth Management
New York
$2.27M
NFP
215
Narus Financial Partners
Utah
$2.24M
RWM
216
Rockwood Wealth Management
Pennsylvania
$2.21M
IA
217
IFP Advisors
Florida
$2.18M
AWMNH
218
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.16M
KRW
219
Kaufman Rossin Wealth
Florida
$2.12M
MSF
220
Mustard Seed Financial
Arkansas
$2.05M
HTWM
221
Hartmann Taylor Wealth Management
Texas
$2.01M
SPI
222
Sutton Place Investors
New York
$1.98M
WAN
223
Wealth Advisors Northwest
Oregon
$1.97M
Jones Financial Companies
224
Jones Financial Companies
Missouri
$1.96M
VWM
225
Vigil Wealth Management
Florida
$1.89M