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Dimensional Short-Duration Fixed Income ETF

406 hedge funds and large institutions have $4.7B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 232 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
SWM
326
Seaside Wealth Management
California
$407K
PWMG
327
Pioneer Wealth Management Group
Texas
$400K
O3W
328
Omni 360 Wealth
New Jersey
$398K
AWM
329
AE Wealth Management
Kansas
$383K
AC
330
Annandale Capital
Texas
$376K
LFA
331
Lauterbach Financial Advisors
Texas
$369K
CPW
332
Cogent Private Wealth
Florida
$362K
VFP
333
Verus Financial Partners
Virginia
$354K
IAN
334
Integrated Advisors Network
Texas
$352K
Creative Planning
335
Creative Planning
Kansas
$332K
WIA
336
World Investment Advisors
California
$312K
MC
337
Matisse Capital
Oregon
$312K
CSPIA
338
Cary Street Partners Investment Advisory
Virginia
$305K
SCA
339
Strathmore Capital Advisors
North Carolina
$304K
AHL
340
Abel Hall LLC
Louisiana
$298K
Morgan Stanley
341
Morgan Stanley
New York
$298K
VWM
342
Vermillion Wealth Management
Minnesota
$293K
PL
343
Plancorp LLC
Missouri
$292K
SOS
344
Silver Oak Securities
Tennessee
$288K
JC
345
JM2 Capital
Oklahoma
$286K
EWA
346
EP Wealth Advisors
California
$283K
CF
347
Claris Financial
Virginia
$282K
LCWP
348
Legacy Capital Wealth Partners
Arkansas
$268K
LG
349
LAM Group
Oregon
$267K
IFG
350
Independent Financial Group
California
$257K