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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
MA
301
Mutual Advisors
Nebraska
$255K
AWM
302
AE Wealth Management
Kansas
$254K
JWCA
303
J.W. Cole Advisors
Florida
$254K
KFG
304
Kelly Financial Group
Connecticut
$252K
FWS
305
FinDec Wealth Services
California
$246K
SFS
306
Security Financial Services
Indiana
$239K
SCA
307
Strathmore Capital Advisors
North Carolina
$229K
MFG
308
Merit Financial Group
Georgia
$220K
TWM
309
TCFG Wealth Management
California
$215K
MT
310
Midwest Trust
Kansas
$214K
Morgan Stanley
311
Morgan Stanley
New York
$211K
IAG
312
Investment Advisory Group
Massachusetts
$210K
MEG
313
Millstone Evans Group
Colorado
$208K
PFGIA
314
Patriot Financial Group Insurance Agency
Massachusetts
$207K
DAS
315
Diversify Advisory Services
Utah
$202K
CTC
316
Central Trust Company
Missouri
$181K
PS
317
Pinney & Scofield
Massachusetts
$179K
NA
318
NewEdge Advisors
Louisiana
$173K
LFG
319
Larson Financial Group
Missouri
$160K
Comerica Bank
320
Comerica Bank
Texas
$140K
AF
321
Advisornet Financial
Minnesota
$134K
PS
322
Principal Securities
Iowa
$113K
ACA
323
Aptus Capital Advisors
Alabama
$109K
National Bank of Canada
324
National Bank of Canada
Quebec, Canada
$105K
MAS
325
MPWM Advisory Solutions
Georgia
$95.1K