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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
OC
326
Oakworth Capital
Alabama
$91.3K
PMIM
327
Prudent Man Investment Management
Colorado
$86.2K
PWA
328
Physician Wealth Advisors
Utah
$85.1K
GRP
329
Global Retirement Partners
California
$81.5K
ASN
330
Advisory Services Network
Georgia
$59.3K
Rockefeller Capital Management
331
Rockefeller Capital Management
New York
$41.9K
PA
332
Parallel Advisors
California
$41.4K
RF
333
Rossby Financial
Florida
$39.5K
BTI
334
Blue Trust Inc
Georgia
$35.7K
RLIM
335
Red Lighthouse Investment Management
New York
$35.1K
MFT
336
Moisand Fitzgerald Tamayo
Florida
$35K
HI
337
Harbour Investments
Wisconsin
$33.9K
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$33K
MG
339
MilWealth Group
Wisconsin
$28K
DF
340
DecisionPoint Financial
Arizona
$23.5K
SS
341
Sunbelt Securities
Texas
$20.5K
OCM
342
Orion Capital Management
California
$20K
CA
343
CoreCap Advisors
Michigan
$16.6K
SWP
344
Strategic Wealth Partners
Ohio
$15.2K
RWM
345
Rialto Wealth Management
New York
$15.2K
HWA
346
HHM Wealth Advisors
Tennessee
$15.2K
CFG
347
Chapman Financial Group
Hawaii
$12.9K
NC
348
North Capital
Utah
$6.89K
NRG
349
Nemes Rush Group
Michigan
$6.16K
CMBA
350
C.M. Bidwell & Associates
Hawaii
$5.45K