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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
PA
251
PFG Advisors
Arizona
$1.41M
DWM
252
DecisionMap Wealth Management
Virginia
$1.4M
S4W
253
Solutions 4 Wealth
Texas
$1.39M
SIC
254
Samalin Investment Counsel
New York
$1.39M
JWM
255
JDH Wealth Management
California
$1.38M
CFP
256
Cypress Financial Planning
New Jersey
$1.36M
SAM
257
Smartleaf Asset Management
Massachusetts
$1.29M
CIA
258
Concurrent Investment Advisors
Florida
$1.29M
CSP
259
Cary Street Partners
Virginia
$1.29M
MFG
260
Merit Financial Group
Georgia
$1.28M
TWP
261
Triad Wealth Partners
Kansas
$1.27M
GWA
262
Geometric Wealth Advisors
District of Columbia
$1.26M
PAG
263
Poinciana Advisors Group
Florida
$1.25M
DFS
264
Demming Financial Services
Ohio
$1.21M
WTA
265
Washington Trust Advisors
Massachusetts
$1.17M
SIAG
266
Safeguard Investment Advisory Group
California
$1.14M
TWCA
267
Two West Capital Advisors
Kansas
$1.14M
CFG
268
CSP Financial Group
Arizona
$1.12M
EWA
269
Elevate Wealth Advisory
Georgia
$1.12M
Mariner
270
Mariner
Kansas
$1.1M
PF
271
PlanWiser Financial
Colorado
$1.07M
FS
272
Financial Symmetry
North Carolina
$1M
LFS
273
Lutz Financial Services
Nebraska
$947K
BWM
274
Blossom Wealth Management
California
$920K
MWM
275
Mission Wealth Management
California
$906K