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Dimensional Short-Duration Fixed Income ETF

348 hedge funds and large institutions have $3.58B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+10
Holders Change %
+2.96%
% of All Funds
4.67%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.02%
New
32
Increased
188
Reduced
98
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPAS
1
Focus Partners Advisor Solutions
Missouri
$187M +$19.8M +413,102 +12%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$177M +$2.54M +52,835 +1%
SC
3
Savant Capital
Illinois
$176M +$30.1M +627,337 +21%
AC
4
Apella Capital
Connecticut
$163M +$33.6M +702,057 +26%
OIA
5
OneDigital Investment Advisors
Kansas
$147M +$7.22M +150,409 +5%
BHWM
6
Beaird Harris Wealth Management
Texas
$124M -$2.6M -54,144 -2%
PCI
7
Planning Center Inc
Illinois
$112M +$2.91M +60,699 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$93.1M +$22.1M +461,170 +31%
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$91.1M -$2.56M -53,363 -3%
HighTower Advisors
10
HighTower Advisors
Illinois
$81.7M -$3.27M -68,073 -4%
PFM
11
Phillips Financial Management
Indiana
$65.1M +$1.84M +38,284 +3%
AssetMark Inc
12
AssetMark Inc
California
$61.4M +$203K +4,229 +0.3%
GWWM
13
Great Waters Wealth Management
Minnesota
$59.6M +$2.55M +53,154 +4%
RFP
14
Root Financial Partners
California
$57.2M +$5.11M +106,401 +10%
MSWMA
15
Market Street Wealth Management Advisors
Indiana
$55.5M +$373K +7,778 +0.7%
W
16
WPWealth
Texas
$49.2M -$2.15M -44,838 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$49M +$2.48M +51,723 +5%
RK
18
Rather & Kittrell
Tennessee
$46.1M +$1.99M +41,487 +5%
AFG
19
Altiora Financial Group
Ohio
$45.9M +$1.41M +29,400 +3%
DPI
20
Diversified Portfolios Inc
Michigan
$44.8M +$5.16M +107,566 +13%
RWM
21
Ruedi Wealth Management
Illinois
$44.6M +$1.8M +37,593 +4%
RIP
22
RAM Investment Partners
Washington
$42.8M +$9.58M +199,583 +29%
CW
23
Curio Wealth
Maryland
$36.5M +$36.5M +760,142 +192,929%
PAS
24
Park Avenue Securities
New York
$33.7M +$11.9M +247,517 +55%
ME
25
McIlrath & Eck
Washington
$31.3M +$4.18M +87,023 +15%