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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
CWM
351
Capstone Wealth Management
Montana
$256K
BIG
352
Builder Investment Group
Georgia
$254K
PFPG
353
Pinnacle Financial Partners (Georgia)
Georgia
$254K
MA
354
Mutual Advisors
Nebraska
$253K
SFS
355
Security Financial Services
Indiana
$250K
KFG
356
Kelly Financial Group
Connecticut
$246K
IAG
357
Investmark Advisory Group
Connecticut
$243K
BNA
358
BankChampaign National Association
Illinois
$243K
CAM
359
Concorde Asset Management
Michigan
$239K
AAP
360
Arax Advisory Partners
Colorado
$238K
MFG
361
Merit Financial Group
Georgia
$235K
RF
362
rebel Financial
Ohio
$233K
AFP
363
ATLas Financial Planning
Georgia
$233K
FWS
364
FinDec Wealth Services
California
$232K
MT
365
Midwest Trust
Kansas
$216K
TWM
366
TCFG Wealth Management
California
$214K
IAG
367
Investment Advisory Group
Massachusetts
$209K
AF
368
Advisornet Financial
Minnesota
$206K
PFGIA
369
Patriot Financial Group Insurance Agency
Massachusetts
$206K
2L
370
25 LLC
Missouri
$206K
MEG
371
Millstone Evans Group
Colorado
$187K
PS
372
Pinney & Scofield
Massachusetts
$185K
CTC
373
Central Trust Company
Missouri
$180K
NA
374
NewEdge Advisors
Louisiana
$173K
RL
375
Rogco LP
Oklahoma
$166K