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Dimensional Short-Duration Fixed Income ETF

361 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, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
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
WAN
201
Wealth Advisors Northwest
Oregon
$1.89M
VPWA
202
Vestia Personal Wealth Advisors
Indiana
$1.88M
CC
203
Copperleaf Capital
North Carolina
$1.87M
SPI
204
Sutton Place Investors
New York
$1.87M
IFA
205
Index Fund Advisors
California
$1.84M
SWM
206
Sentinel Wealth Management
Virginia
$1.78M
Pathstone Holdings
207
Pathstone Holdings
New Jersey
$1.72M
QHA
208
Quarry Hill Advisors
Minnesota
$1.71M
AWMM
209
Aegis Wealth Management (Maryland)
Maryland
$1.67M
WANY
210
Wealthspire Advisors (New York)
New York
$1.67M
FTUS
211
Flow Traders U.S.
New York
$1.65M
Northern Trust
212
Northern Trust
Illinois
$1.63M
FWP
213
Firethorn Wealth Partners
Georgia
$1.63M
MWM
214
Modera Wealth Management
New Jersey
$1.58M
AIS
215
American Investment Services
Massachusetts
$1.5M
MFC
216
Morris Financial Concepts
South Carolina
$1.47M
PA
217
PFG Advisors
Arizona
$1.46M
SIC
218
Samalin Investment Counsel
New York
$1.42M
SAM
219
Synergy Asset Management
Washington
$1.4M
FWM
220
Fonville Wealth Management
Virginia
$1.4M
SIAG
221
Safeguard Investment Advisory Group
California
$1.37M
DWM
222
DecisionMap Wealth Management
Virginia
$1.33M
AWP
223
Abacus Wealth Partners
California
$1.32M
MSF
224
Mustard Seed Financial
Arkansas
$1.29M
EC
225
Eaton-Cambridge
Arizona
$1.28M