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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.

Holders
338
Holders Change
+16
Holders Change %
+4.97%
% of All Funds
4.59%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.03%
New
38
Increased
199
Reduced
70
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$173M 3,630,430 +290,599 +9%
FPAS
2
Focus Partners Advisor Solutions
Missouri
$166M 3,483,685 +505,317 +17%
SC
3
Savant Capital
Illinois
$144M 3,033,652 +724,870 +31%
OIA
4
OneDigital Investment Advisors
Kansas
$139M 2,917,879 +205,040 +8%
AC
5
Apella Capital
Connecticut
$128M 2,694,401 +1,023,221 +61%
BHWM
6
Beaird Harris Wealth Management
Texas
$125M 2,635,580 +44,872 +2%
PCI
7
Planning Center Inc
Illinois
$108M 2,265,253 +217,856 +11%
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$92.7M 1,951,467 +1,707 +0.1%
HighTower Advisors
9
HighTower Advisors
Illinois
$84.1M 1,770,257 +71,887 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$70.2M 1,477,213 +73,269 +5%
PFM
11
Phillips Financial Management
Indiana
$62.7M 1,318,522 +88,590 +7%
AssetMark Inc
12
AssetMark Inc
California
$60.6M 1,275,121 -40,021 -3%
GWWM
13
Great Waters Wealth Management
Minnesota
$56.5M 1,189,286 -34,059 -3%
MSWMA
14
Market Street Wealth Management Advisors
Indiana
$54.6M 1,148,337 +7,498 +0.7%
RFP
15
Root Financial Partners
California
$51.6M 1,085,893 +276,591 +34%
W
16
WPWealth
Texas
$50.8M 1,069,282 +19,838 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$46M 967,975 +29,749 +3%
AFG
18
Altiora Financial Group
Ohio
$44.1M 927,418 +147,997 +19%
RK
19
Rather & Kittrell
Tennessee
$43.6M 918,398 +61,386 +7%
RWM
20
Ruedi Wealth Management
Illinois
$42.4M 891,971 +11,016 +1%
DPI
21
Diversified Portfolios Inc
Michigan
$39.2M 825,569 +261,611 +46%
RIP
22
RAM Investment Partners
Washington
$32.9M 691,752 +46,758 +7%
MWM
23
Mattern Wealth Management
Kansas
$27.5M 579,477 +22,912 +4%
ME
24
McIlrath & Eck
Washington
$26.8M 564,285 +153,777 +37%
HWM
25
Hemington Wealth Management
Virginia
$26.5M 557,941 +317,202 +132%