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Dimensional Short-Duration Fixed Income ETF

359 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, 228 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
81
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
CC
201
Copperleaf Capital
North Carolina
$1.87M
SPI
202
Sutton Place Investors
New York
$1.87M
IFA
203
Index Fund Advisors
California
$1.84M
SWM
204
Sentinel Wealth Management
Virginia
$1.78M
Pathstone Holdings
205
Pathstone Holdings
New Jersey
$1.72M
QHA
206
Quarry Hill Advisors
Minnesota
$1.71M
AWM
207
Aegis Wealth Management
Maryland
$1.67M
WANY
208
Wealthspire Advisors (New York)
New York
$1.67M
FTUS
209
Flow Traders U.S.
New York
$1.65M
Northern Trust
210
Northern Trust
Illinois
$1.63M
FWP
211
Firethorn Wealth Partners
Georgia
$1.63M
MWM
212
Modera Wealth Management
New Jersey
$1.58M
AIS
213
American Investment Services
Massachusetts
$1.5M
MFC
214
Morris Financial Concepts
South Carolina
$1.47M
PA
215
PFG Advisors
Arizona
$1.46M
SIC
216
Samalin Investment Counsel
New York
$1.42M
NFP
217
Narus Financial Partners
Utah
$1.41M
SAM
218
Synergy Asset Management
Washington
$1.4M
FWM
219
Fonville Wealth Management
Virginia
$1.4M
SIAG
220
Safeguard Investment Advisory Group
California
$1.37M
DWM
221
DecisionMap Wealth Management
Virginia
$1.33M
AWP
222
Abacus Wealth Partners
California
$1.32M
MSF
223
Mustard Seed Financial
Arkansas
$1.29M
EC
224
Eaton-Cambridge
Arizona
$1.28M
GWA
225
Geometric Wealth Advisors
District of Columbia
$1.24M