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Dimensional Short-Duration Fixed Income ETF

349 hedge funds and large institutions have $3.59B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 189 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
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 -$14.1M
3 -$13.3M
4
IA
IFP Advisors
Florida
-$10.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.91M
Name Holding Trade Value Shares
Change
Change in
Stake
W
201
WorthPointe
California
$1.56M
KRW
202
Kaufman Rossin Wealth
Florida
$1.55M
CC
203
Copperleaf Capital
North Carolina
$1.51M
FWP
204
Firethorn Wealth Partners
Georgia
$1.48M
CMP
205
Coston McIsaac & Partners
Maine
$1.44M
MFC
206
Morris Financial Concepts
South Carolina
$1.43M
DWM
207
DecisionMap Wealth Management
Virginia
$1.39M
BWG
208
Beta Wealth Group
California
$1.39M
SIC
209
Samalin Investment Counsel
New York
$1.34M
IFA
210
Index Fund Advisors
California
$1.32M
HKIMG
211
Hutchens & Kramer Investment Management Group
Indiana
$1.28M
AWP
212
Abacus Wealth Partners
California
$1.25M
B
213
BetterWealth
California
$1.24M
RCAG
214
Rehmann Capital Advisory Group
Michigan
$1.24M
PA
215
PFG Advisors
Arizona
$1.22M
JPMorgan Chase & Co
216
JPMorgan Chase & Co
New York
$1.2M
AC
217
Applied Capital
Arkansas
$1.19M
VPWA
218
Vestia Personal Wealth Advisors
Indiana
$1.11M
HW
219
Hancock Whitney
Mississippi
$1.07M
TCM
220
Tassel Capital Management
North Carolina
$1.04M
JWM
221
JDH Wealth Management
California
$1.03M
SAM
222
Smartleaf Asset Management
Massachusetts
$1.01M
FTUS
223
Flow Traders U.S.
New York
$1.01M
AAS
224
Avantax Advisory Services
Texas
$1.01M
Mariner
225
Mariner
Kansas
$985K