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Dimensional Short-Duration Fixed Income ETF

426 hedge funds and large institutions have $5.33B invested in Dimensional Short-Duration Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 270 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 83

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $4.71B → $5.33B (+$619M)

6% more funds holding in top 10

Funds holding in top 10: 105111 (+6)

5% more funds holding

Funds holding: 407426 (+19)

2.84% more ownership

Funds ownership: 80.25%83.1% (+2.8%)

Holders
426
Holders Change
+19
Holders Change %
+4.67%
% of All Funds
5.25%
Holding in Top 10
111
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.71%
% of All Funds
1.37%
New
41
Increased
270
Reduced
83
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$293M +$32.5M +676,361 +12%
AC
2
Apella Capital
Connecticut
$253M +$35.4M +736,646 +16%
FPAS
3
Focus Partners Advisor Solutions
Missouri
$245M +$192M +3,980,811 +347%
SC
4
Savant Capital
Illinois
$187M -$5.34M -111,094 -3%
OIA
5
OneDigital Investment Advisors
Kansas
$177M +$6.85M +142,450 +4%
BHWM
6
Beaird Harris Wealth Management
Texas
$149M -$4.58M -95,101 -3%
RFP
7
Root Financial Partners
California
$143M +$24.4M +506,613 +20%
PCI
8
Planning Center Inc
Illinois
$134M +$5.5M +114,315 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$116M +$7.46M +155,010 +7%
VT
10
Vise Technologies
New York
$109M
DPW
11
DiNuzzo Private Wealth
Pennsylvania
$97.7M -$118K -2,451 -0.1%
HighTower Advisors
12
HighTower Advisors
Illinois
$94.3M +$3.9M +81,154 +4%
GWWM
13
Great Waters Wealth Management
Minnesota
$85.4M +$10.8M +224,127 +14%
PFM
14
Phillips Financial Management
Indiana
$82.1M -$2.53M -52,536 -3%
RIAS
15
Rachor Investment Advisory Services
Michigan
$69.6M +$2.18M +45,292 +3%
DPI
16
Diversified Portfolios Inc
Michigan
$64M +$4.8M +99,809 +8%
RK
17
Rather & Kittrell
Tennessee
$63.8M +$4.83M +100,336 +8%
ME
18
McIlrath & Eck
Washington
$62.1M +$7.96M +165,524 +15%
MSWMA
19
Market Street Wealth Management Advisors
Indiana
$59.6M +$1.2M +24,971 +2%
W
20
WPWealth
Texas
$57.9M +$1.87M +38,786 +3%
AssetMark Inc
21
AssetMark Inc
California
$57M -$1.43M -29,659 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$56.6M +$4.12M +85,652 +8%
RWM
23
Ruedi Wealth Management
Illinois
$52.5M +$2.62M +54,458 +5%
RIP
24
RAM Investment Partners
Washington
$47.8M +$2.23M +46,454 +5%
CW
25
Curio Wealth
Maryland
$45.9M +$1.34M +27,869 +3%