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Dimensional Short-Duration Fixed Income ETF

338 hedge funds and large institutions have $3.28B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
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
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$173M
FPAS
2
Focus Partners Advisor Solutions
Missouri
$166M
SC
3
Savant Capital
Illinois
$144M
OIA
4
OneDigital Investment Advisors
Kansas
$139M
AC
5
Apella Capital
Connecticut
$128M
BHWM
6
Beaird Harris Wealth Management
Texas
$125M
PCI
7
Planning Center Inc
Illinois
$108M
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$92.7M
HighTower Advisors
9
HighTower Advisors
Illinois
$84.1M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$70.2M
PFM
11
Phillips Financial Management
Indiana
$62.7M
AssetMark Inc
12
AssetMark Inc
California
$60.6M
GWWM
13
Great Waters Wealth Management
Minnesota
$56.5M
MSWMA
14
Market Street Wealth Management Advisors
Indiana
$54.6M
RFP
15
Root Financial Partners
California
$51.6M
W
16
WPWealth
Texas
$50.8M
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$46M
AFG
18
Altiora Financial Group
Ohio
$44.1M
RK
19
Rather & Kittrell
Tennessee
$43.6M
RWM
20
Ruedi Wealth Management
Illinois
$42.4M
DPI
21
Diversified Portfolios Inc
Michigan
$39.2M
RIP
22
RAM Investment Partners
Washington
$32.9M
MWM
23
Mattern Wealth Management
Kansas
$27.5M
ME
24
McIlrath & Eck
Washington
$26.8M
HWM
25
Hemington Wealth Management
Virginia
$26.5M