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Dimensional Short-Duration Fixed Income ETF

406 hedge funds and large institutions have $4.7B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 232 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
BJB
201
Broadhurst Jeffrey B
$2.85M
HFA
202
Hippocratic Financial Advisors
California
$2.83M
APC
203
Aspire Private Capital
North Carolina
$2.77M
FOA
204
Five Oceans Advisors
California
$2.71M
APW
205
Austin Private Wealth
Texas
$2.66M
TWA
206
TCI Wealth Advisors
Arizona
$2.61M
MCA
207
Maryland Capital Advisors
Maryland
$2.58M
MGW
208
MB Generational Wealth
Washington
$2.53M
FWMP
209
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.53M
AWM
210
Apollon Wealth Management
South Carolina
$2.51M
Jane Street
211
Jane Street
New York
$2.51M
TAM
212
TCP Asset Management
Ohio
$2.5M
WUW
213
Wheels Up Wealth
California
$2.47M
BIA
214
Barry Investment Advisors
Massachusetts
$2.34M
DWM
215
Dopkins Wealth Management
New York
$2.27M
NFP
216
Narus Financial Partners
Utah
$2.24M
RWM
217
Rockwood Wealth Management
Pennsylvania
$2.21M
IA
218
IFP Advisors
Florida
$2.18M
AWMNH
219
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.16M
KRW
220
Kaufman Rossin Wealth
Florida
$2.12M
MSF
221
Mustard Seed Financial
Arkansas
$2.05M
HTWM
222
Hartmann Taylor Wealth Management
Texas
$2.01M
SPI
223
Sutton Place Investors
New York
$1.98M
WAN
224
Wealth Advisors Northwest
Oregon
$1.97M
Jones Financial Companies
225
Jones Financial Companies
Missouri
$1.96M