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Dimensional Short-Duration Fixed Income ETF

399 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 69 funds opening new positions, 231 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
MA
351
Mutual Advisors
Nebraska
$253K
SFS
352
Security Financial Services
Indiana
$250K
KFG
353
Kelly Financial Group
Connecticut
$246K
IAG
354
Investmark Advisory Group
Connecticut
$243K
CAM
355
Concorde Asset Management
Michigan
$239K
AAP
356
Arax Advisory Partners
Colorado
$238K
MFG
357
Merit Financial Group
Georgia
$235K
RF
358
rebel Financial
Ohio
$233K
AFP
359
ATLas Financial Planning
Georgia
$233K
FWS
360
FinDec Wealth Services
California
$232K
MT
361
Midwest Trust
Kansas
$216K
TWM
362
TCFG Wealth Management
California
$214K
IAG
363
Investment Advisory Group
Massachusetts
$209K
AF
364
Advisornet Financial
Minnesota
$206K
PFGIA
365
Patriot Financial Group Insurance Agency
Massachusetts
$206K
2L
366
25 LLC
Missouri
$206K
MEG
367
Millstone Evans Group
Colorado
$187K
PS
368
Pinney & Scofield
Massachusetts
$185K
CTC
369
Central Trust Company
Missouri
$180K
NA
370
NewEdge Advisors
Louisiana
$173K
RL
371
Rogco LP
Oklahoma
$166K
GCM
372
Gunpowder Capital Management
Maryland
$161K
LFG
373
Larson Financial Group
Missouri
$160K
Comerica Bank
374
Comerica Bank
Texas
$154K
ACA
375
Aptus Capital Advisors
Alabama
$110K