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Dimensional Short-Duration Fixed Income ETF

362 hedge funds and large institutions have $4.09B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 230 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 73

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $3.6B → $4.09B (+$488M)

7% more funds holding in top 10

Funds holding in top 10: 7681 (+5)

3% more funds holding

Funds holding: 351362 (+11)

2.51% more ownership

Funds ownership: 75.26%77.77% (+2.5%)

Holders
362
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
4.75%
Holding in Top 10
81
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.58%
% of All Funds
1.06%
New
33
Increased
230
Reduced
73
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
1
Focus Partners Advisor Solutions
Missouri
$244M +$56.1M +1,165,194 +30%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$226M +$48.3M +1,002,627 +27%
SC
3
Savant Capital
Illinois
$196M +$23.4M +485,578 +14%
AC
4
Apella Capital
Connecticut
$194M +$29.2M +606,441 +18%
OIA
5
OneDigital Investment Advisors
Kansas
$156M +$8.07M +167,635 +5%
BHWM
6
Beaird Harris Wealth Management
Texas
$142M +$18.1M +375,323 +15%
PCI
7
Planning Center Inc
Illinois
$117M +$4.7M +97,586 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$98.7M +$5.29M +109,907 +6%
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$93.9M +$2.41M +49,990 +3%
RFP
10
Root Financial Partners
California
$89.5M +$32M +665,421 +56%
HighTower Advisors
11
HighTower Advisors
Illinois
$86M +$3.93M +81,640 +5%
PFM
12
Phillips Financial Management
Indiana
$73.7M +$8.27M +171,936 +13%
GWWM
13
Great Waters Wealth Management
Minnesota
$68M +$8.15M +169,265 +14%
AssetMark Inc
14
AssetMark Inc
California
$60M -$1.6M -33,313 -3%
MSWMA
15
Market Street Wealth Management Advisors
Indiana
$57M +$1.25M +25,907 +2%
DPI
16
Diversified Portfolios Inc
Michigan
$54.4M +$9.44M +196,048 +21%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$52.4M +$3.28M +68,082 +7%
W
18
WPWealth
Texas
$52.3M +$2.94M +61,192 +6%
RK
19
Rather & Kittrell
Tennessee
$50.9M +$4.64M +96,325 +10%
RWM
20
Ruedi Wealth Management
Illinois
$46.8M +$2M +41,532 +4%
AFG
21
Altiora Financial Group
Ohio
$46.2M +$110K +2,284 +0.2%
ME
22
McIlrath & Eck
Washington
$44.2M +$12.8M +265,487 +41%
RIP
23
RAM Investment Partners
Washington
$43.5M +$575K +11,949 +1%
CW
24
Curio Wealth
Maryland
$39.1M +$2.46M +51,191 +7%
PAS
25
Park Avenue Securities
New York
$35.5M +$1.74M +36,080 +5%