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Dimensional Short-Duration Fixed Income ETF

361 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, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
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
PL
301
Plancorp LLC
Missouri
$290K
SOS
302
Silver Oak Securities
Tennessee
$276K
CAM
303
Concorde Asset Management
Michigan
$274K
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$262K
BIG
305
Builder Investment Group
Georgia
$260K
CPA
306
Capital Performance Advisors
California
$259K
MA
307
Mutual Advisors
Nebraska
$255K
AWM
308
AE Wealth Management
Kansas
$254K
JWCA
309
J.W. Cole Advisors
Florida
$254K
KFG
310
Kelly Financial Group
Connecticut
$252K
FWS
311
FinDec Wealth Services
California
$246K
SFS
312
Security Financial Services
Indiana
$239K
SCA
313
Strathmore Capital Advisors
North Carolina
$229K
MFG
314
Merit Financial Group
Georgia
$220K
TWM
315
TCFG Wealth Management
California
$215K
MT
316
Midwest Trust
Kansas
$214K
Morgan Stanley
317
Morgan Stanley
New York
$211K
IAG
318
Investment Advisory Group
Massachusetts
$210K
MEG
319
Millstone Evans Group
Colorado
$208K
PFGIA
320
Patriot Financial Group Insurance Agency
Massachusetts
$207K
DAS
321
Diversify Advisory Services
Utah
$202K
CTC
322
Central Trust Company
Missouri
$181K
PS
323
Pinney & Scofield
Massachusetts
$179K
NA
324
NewEdge Advisors
Louisiana
$173K
LFG
325
Larson Financial Group
Missouri
$160K