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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
National Bank of Canada
376
National Bank of Canada
Quebec, Canada
$105K
MAS
377
MPWM Advisory Solutions
Georgia
$94.6K
OC
378
Oakworth Capital
Alabama
$90.8K
PWA
379
Physician Wealth Advisors
Utah
$85.1K
TCM
380
Tradewinds Capital Management
Washington
$81.3K
GRP
381
Global Retirement Partners
California
$64.3K
KG
382
Kilter Group
New York
$54.2K
VWA
383
VSM Wealth Advisory
Maryland
$50K
PA
384
Parallel Advisors
California
$41.2K
RF
385
Rossby Financial
Florida
$39.2K
Rockefeller Capital Management
386
Rockefeller Capital Management
New York
$36K
BTI
387
Blue Trust Inc
Georgia
$35.5K
MFT
388
Moisand Fitzgerald Tamayo
Florida
$35.4K
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$33.1K
MG
390
MilWealth Group
Wisconsin
$27.9K
DF
391
DecisionPoint Financial
Arizona
$23.3K
OCM
392
Orion Capital Management
California
$19.9K
HWA
393
HHM Wealth Advisors
Tennessee
$15.1K
RWM
394
Rialto Wealth Management
New York
$15.1K
HBW
395
Hazlett, Burt & Watson
West Virginia
$15K
CFG
396
Chapman Financial Group
Hawaii
$12.8K
CMBA
397
C.M. Bidwell & Associates
Hawaii
$5.42K
BGWM
398
Bridge Generations Wealth Management
Florida
$2.54K
S
399
SignatureFD
Georgia
$64
M1FG
400
Mach-1 Financial Group
Arkansas