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Dimensional Short-Duration Fixed Income ETF

420 hedge funds and large institutions have $5.32B invested in Dimensional Short-Duration Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 266 increasing their positions, 81 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
110
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
FWMP
226
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.16M
VWM
227
Vigil Wealth Management
Florida
$2.09M
WAN
228
Wealth Advisors Northwest
Oregon
$2.03M
BTWM
229
Baker Tilly Wealth Management
Wisconsin
$1.96M
AWMNH
230
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.92M
KAM
231
KEB Asset Management
Illinois
$1.9M
SIS
232
Strategic Investment Solutions
Illinois
$1.89M
HTWM
233
Hartmann Taylor Wealth Management
Texas
$1.88M
AIS
234
American Investment Services
Massachusetts
$1.86M
PFA
235
Pillar Financial Advisors
Kentucky
$1.82M
WANY
236
Wealthspire Advisors (New York)
New York
$1.81M
SPI
237
Sutton Place Investors
New York
$1.81M
AWMM
238
Aegis Wealth Management (Maryland)
Maryland
$1.8M
SWM
239
Sentinel Wealth Management
Virginia
$1.78M
Pathstone Holdings
240
Pathstone Holdings
New Jersey
$1.74M
LW
241
Linscomb Wealth
Texas
$1.63M
JP Morgan Chase
242
JP Morgan Chase
New York
$1.59M
FWM
243
Forza Wealth Management
Florida
$1.59M
MWM
244
Modera Wealth Management
New Jersey
$1.56M
QHA
245
Quarry Hill Advisors
Minnesota
$1.52M
CWMA
246
Capstone Wealth Management (Alabama)
Alabama
$1.51M
FWP
247
Firethorn Wealth Partners
Georgia
$1.47M
B
248
BetterWealth
California
$1.44M
MFC
249
Morris Financial Concepts
South Carolina
$1.43M
AWP
250
Abacus Wealth Partners
California
$1.42M