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Dimensional Short-Duration Fixed Income ETF

348 hedge funds and large institutions have $3.58B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+10
Holders Change %
+2.96%
% of All Funds
4.67%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.02%
New
32
Increased
188
Reduced
98
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KRW
201
Kaufman Rossin Wealth
Florida
$1.55M -$53.1K -1,106 -3%
CC
202
Copperleaf Capital
North Carolina
$1.51M +$619K +12,896 +69%
FWP
203
Firethorn Wealth Partners
Georgia
$1.48M +$146K +3,042 +11%
CMP
204
Coston McIsaac & Partners
Maine
$1.44M +$1.16M +24,160 +413%
MFC
205
Morris Financial Concepts
South Carolina
$1.43M -$30.2K -630 -2%
DWM
206
DecisionMap Wealth Management
Virginia
$1.39M -$120K -2,492 -8%
BWG
207
Beta Wealth Group
California
$1.39M -$2.81M -58,460 -67%
SIC
208
Samalin Investment Counsel
New York
$1.34M -$239K -4,988 -15%
IFA
209
Index Fund Advisors
California
$1.32M -$38.4K -800 -3%
HKIMG
210
Hutchens & Kramer Investment Management Group
Indiana
$1.28M -$723K -15,071 -36%
AWP
211
Abacus Wealth Partners
California
$1.25M +$1.25M +26,115 New
B
212
BetterWealth
California
$1.24M +$35.8K +745 +3%
RCAG
213
Rehmann Capital Advisory Group
Michigan
$1.24M -$21.5K -447 -2%
PA
214
PFG Advisors
Arizona
$1.22M -$416K -8,661 -25%
JPMorgan Chase & Co
215
JPMorgan Chase & Co
New York
$1.2M -$61.1K -1,272 -5%
AC
216
Applied Capital
Arkansas
$1.19M -$120K -2,496 -9%
VPWA
217
Vestia Personal Wealth Advisors
Indiana
$1.11M +$101K +2,109 +10%
HW
218
Hancock Whitney
Mississippi
$1.07M
TCM
219
Tassel Capital Management
North Carolina
$1.04M -$909K -18,939 -47%
JWM
220
JDH Wealth Management
California
$1.03M +$328K +6,822 +47%
SAM
221
Smartleaf Asset Management
Massachusetts
$1.01M +$4.99K +104 +0.5%
FTUS
222
Flow Traders U.S.
New York
$1.01M -$404K -8,420 -29%
AAS
223
Avantax Advisory Services
Texas
$1.01M +$230K +4,801 +30%
Mariner
224
Mariner
Kansas
$985K +$985K +20,525 New
GWA
225
Geometric Wealth Advisors
District of Columbia
$954K +$411K +8,564 +76%