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Dimensional Short-Duration Fixed Income ETF

394 hedge funds and large institutions have $4.69B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 231 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
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
IAG
351
Investmark Advisory Group
Connecticut
$243K
CAM
352
Concorde Asset Management
Michigan
$239K
AAP
353
Arax Advisory Partners
Colorado
$238K
MFG
354
Merit Financial Group
Georgia
$235K
AFP
355
ATLas Financial Planning
Georgia
$233K
FWS
356
FinDec Wealth Services
California
$232K
MT
357
Midwest Trust
Kansas
$216K
TWM
358
TCFG Wealth Management
California
$214K
IAG
359
Investment Advisory Group
Massachusetts
$209K
AF
360
Advisornet Financial
Minnesota
$206K
PFGIA
361
Patriot Financial Group Insurance Agency
Massachusetts
$206K
2L
362
25 LLC
Missouri
$206K
MEG
363
Millstone Evans Group
Colorado
$187K
PS
364
Pinney & Scofield
Massachusetts
$185K
CTC
365
Central Trust Company
Missouri
$180K
NA
366
NewEdge Advisors
Louisiana
$173K
RL
367
Rogco LP
Oklahoma
$166K
LFG
368
Larson Financial Group
Missouri
$160K
Comerica Bank
369
Comerica Bank
Texas
$154K
ACA
370
Aptus Capital Advisors
Alabama
$110K
National Bank of Canada
371
National Bank of Canada
Quebec, Canada
$105K
MAS
372
MPWM Advisory Solutions
Georgia
$94.6K
OC
373
Oakworth Capital
Alabama
$90.8K
PWA
374
Physician Wealth Advisors
Utah
$85.1K
TCM
375
Tradewinds Capital Management
Washington
$81.3K