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Dimensional Short-Duration Fixed Income ETF

394 hedge funds and large institutions have $4.69B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 231 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
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
$261M
AC
2
Apella Capital
Connecticut
$216M
SC
3
Savant Capital
Illinois
$193M
OIA
4
OneDigital Investment Advisors
Kansas
$171M
BHWM
5
Beaird Harris Wealth Management
Texas
$154M
PCI
6
Planning Center Inc
Illinois
$129M
RFP
7
Root Financial Partners
California
$119M
VT
8
Vise Technologies
New York
$109M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$109M
DPW
10
DiNuzzo Private Wealth
Pennsylvania
$98M
HighTower Advisors
11
HighTower Advisors
Illinois
$90.5M
PFM
12
Phillips Financial Management
Indiana
$84.7M
GWWM
13
Great Waters Wealth Management
Minnesota
$74.8M
RIAS
14
Rachor Investment Advisory Services
Michigan
$67.5M
DPI
15
Diversified Portfolios Inc
Michigan
$59.3M
RK
16
Rather & Kittrell
Tennessee
$59.1M
MSWMA
17
Market Street Wealth Management Advisors
Indiana
$58.5M
AssetMark Inc
18
AssetMark Inc
California
$58.5M
W
19
WPWealth
Texas
$56.2M
FPAS
20
Focus Partners Advisor Solutions
Missouri
$55M
ME
21
McIlrath & Eck
Washington
$54.3M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$52.6M
RWM
23
Ruedi Wealth Management
Illinois
$50M
AFG
24
Altiora Financial Group
Ohio
$46.7M
RIP
25
RAM Investment Partners
Washington
$45.6M