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Dimensional Short-Duration Fixed Income ETF

354 hedge funds and large institutions have $4.07B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 226 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
81
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
FPAS
1
Focus Partners Advisor Solutions
Missouri
$244M
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$226M
SC
3
Savant Capital
Illinois
$200M
AC
4
Apella Capital
Connecticut
$194M
OIA
5
OneDigital Investment Advisors
Kansas
$156M
BHWM
6
Beaird Harris Wealth Management
Texas
$142M
PCI
7
Planning Center Inc
Illinois
$117M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$98.7M
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$93.9M
RFP
10
Root Financial Partners
California
$89.5M
HighTower Advisors
11
HighTower Advisors
Illinois
$86M
PFM
12
Phillips Financial Management
Indiana
$73.7M
GWWM
13
Great Waters Wealth Management
Minnesota
$68M
AssetMark Inc
14
AssetMark Inc
California
$60M
MSWMA
15
Market Street Wealth Management Advisors
Indiana
$57M
DPI
16
Diversified Portfolios Inc
Michigan
$54.4M
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$52.4M
W
18
WPWealth
Texas
$52.3M
RK
19
Rather & Kittrell
Tennessee
$50.9M
RWM
20
Ruedi Wealth Management
Illinois
$46.8M
AFG
21
Altiora Financial Group
Ohio
$46.2M
ME
22
McIlrath & Eck
Washington
$44.2M
RIP
23
RAM Investment Partners
Washington
$43.5M
CW
24
Curio Wealth
Maryland
$39.1M
PAS
25
Park Avenue Securities
New York
$35.5M