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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
CW
26
Curio Wealth
Maryland
$44.6M
5NPW
27
55 North Private Wealth
Florida
$41.5M
BPA
28
Beacon Pointe Advisors
California
$40.9M
FPI
29
Financial Plan Inc
Washington
$37.4M
PAS
30
Park Avenue Securities
New York
$37.2M
W
31
Wealthquest
Ohio
$35.1M
SRCM
32
Signature Resources Capital Management
California
$32.7M
MPW
33
MASECO Private Wealth
$31.1M
MWM
34
Mattern Wealth Management
Kansas
$28.5M
GOCP
35
Great Oak Capital Partners
Massachusetts
$27.8M
Bank of America
36
Bank of America
North Carolina
$27.6M
KSWWM
37
Keyes Stange & Wooten Wealth Management
Florida
$26.3M
VWA
38
Valued Wealth Advisors
Utah
$26.2M
EA
39
Eclectic Associates
California
$26.1M
GFA
40
Grunden Financial Advisory
Texas
$24.7M
SWA
41
Sterling Wealth Advisors
Florida
$23.9M
NWM
42
Northwest Wealth Management
Iowa
$23M
JTWM
43
Jackson Thornton Wealth Management
Alabama
$22.8M
AFGAS
44
Allegiance Financial Group Advisory Services
Virginia
$22.2M
WAG
45
Wheelhouse Advisory Group
Missouri
$22.2M
WC
46
Wolfstich Capital
Massachusetts
$22M
LFGO
47
Legacy Financial Group (Oklahoma)
Oklahoma
$21.8M
SIC
48
SJS Investment Consulting
Ohio
$21.2M
VF
49
Vestment Financial
Minnesota
$21M
SHFA
50
SC&H Financial Advisors
Maryland
$20.4M