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Dimensional Short-Duration Fixed Income ETF

359 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, 228 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
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
AF
326
Advisornet Financial
Minnesota
$134K
PS
327
Principal Securities
Iowa
$113K
ACA
328
Aptus Capital Advisors
Alabama
$109K
National Bank of Canada
329
National Bank of Canada
Quebec, Canada
$105K
MAS
330
MPWM Advisory Solutions
Georgia
$95.1K
OC
331
Oakworth Capital
Alabama
$91.3K
PMIM
332
Prudent Man Investment Management
Colorado
$86.2K
PWA
333
Physician Wealth Advisors
Utah
$85.1K
GRP
334
Global Retirement Partners
California
$81.5K
ASN
335
Advisory Services Network
Georgia
$59.3K
Rockefeller Capital Management
336
Rockefeller Capital Management
New York
$41.9K
PA
337
Parallel Advisors
California
$41.4K
RF
338
Rossby Financial
Florida
$39.5K
BTI
339
Blue Trust Inc
Georgia
$35.7K
RLIM
340
Red Lighthouse Investment Management
New York
$35.1K
MFT
341
Moisand Fitzgerald Tamayo
Florida
$35K
HI
342
Harbour Investments
Wisconsin
$33.9K
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
$33K
MG
344
MilWealth Group
Wisconsin
$28K
DF
345
DecisionPoint Financial
Arizona
$23.5K
SS
346
Sunbelt Securities
Texas
$20.5K
OCM
347
Orion Capital Management
California
$20K
CA
348
CoreCap Advisors
Michigan
$16.6K
SWP
349
Strategic Wealth Partners
Ohio
$15.2K
RWM
350
Rialto Wealth Management
New York
$15.2K