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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
GCM
376
Gunpowder Capital Management
Maryland
$161K
LFG
377
Larson Financial Group
Missouri
$160K
Comerica Bank
378
Comerica Bank
Texas
$154K
ACA
379
Aptus Capital Advisors
Alabama
$110K
National Bank of Canada
380
National Bank of Canada
Quebec, Canada
$105K
MAS
381
MPWM Advisory Solutions
Georgia
$94.6K
OC
382
Oakworth Capital
Alabama
$90.8K
PWA
383
Physician Wealth Advisors
Utah
$85.1K
TCM
384
Tradewinds Capital Management
Washington
$81.3K
GRP
385
Global Retirement Partners
California
$64.3K
KG
386
Kilter Group
New York
$54.2K
VWA
387
VSM Wealth Advisory
Maryland
$50K
PA
388
Parallel Advisors
California
$41.2K
RF
389
Rossby Financial
Florida
$39.2K
Rockefeller Capital Management
390
Rockefeller Capital Management
New York
$36K
BTI
391
Blue Trust Inc
Georgia
$35.5K
MFT
392
Moisand Fitzgerald Tamayo
Florida
$35.4K
MWA
393
Medallion Wealth Advisors
Connecticut
$33.9K
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$33.1K
MG
395
MilWealth Group
Wisconsin
$27.9K
DF
396
DecisionPoint Financial
Arizona
$23.3K
WG
397
Wellington Group
Indiana
$20.5K
OCM
398
Orion Capital Management
California
$19.9K
HWA
399
HHM Wealth Advisors
Tennessee
$15.1K
RWM
400
Rialto Wealth Management
New York
$15.1K