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Dimensional Short-Duration Fixed Income ETF

350 hedge funds and large institutions have $3.61B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 190 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
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 -$13.3M
3 -$10.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Modera Wealth Management
New Jersey
$1.58M
W
202
WorthPointe
California
$1.56M
KRW
203
Kaufman Rossin Wealth
Florida
$1.55M
CC
204
Copperleaf Capital
North Carolina
$1.51M
FWP
205
Firethorn Wealth Partners
Georgia
$1.48M
CMP
206
Coston McIsaac & Partners
Maine
$1.44M
MFC
207
Morris Financial Concepts
South Carolina
$1.43M
DWM
208
DecisionMap Wealth Management
Virginia
$1.39M
BWG
209
Beta Wealth Group
California
$1.39M
SIC
210
Samalin Investment Counsel
New York
$1.34M
IFA
211
Index Fund Advisors
California
$1.32M
HKIMG
212
Hutchens & Kramer Investment Management Group
Indiana
$1.28M
AWP
213
Abacus Wealth Partners
California
$1.25M
B
214
BetterWealth
California
$1.24M
RCAG
215
Rehmann Capital Advisory Group
Michigan
$1.24M
PA
216
PFG Advisors
Arizona
$1.22M
JP Morgan Chase
217
JP Morgan Chase
New York
$1.2M
AC
218
Applied Capital
Arkansas
$1.19M
VPWA
219
Vestia Personal Wealth Advisors
Indiana
$1.11M
HW
220
Hancock Whitney
Mississippi
$1.07M
TCM
221
Tassel Capital Management
North Carolina
$1.04M
JWM
222
JDH Wealth Management
California
$1.03M
SAM
223
Smartleaf Asset Management
Massachusetts
$1.01M
FTUS
224
Flow Traders U.S.
New York
$1.01M
AAS
225
Avantax Advisory Services
Texas
$1.01M