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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
GWM
276
Geneos Wealth Management
Colorado
$890K
UWM
277
USAdvisors Wealth Management
Minnesota
$881K
MOS
278
MGO One Seven
Ohio
$848K
NL
279
NWAM LLC
Washington
$846K
UBS Group
280
UBS Group
Switzerland
$845K
FFWA
281
Forthright Family Wealth Advisory
Texas
$819K
GM
282
GeoWealth Management
Illinois
$813K
KF
283
Krilogy Financial
Missouri
$800K
AIM
284
Advyzon Investment Management
Illinois
$789K
HWA
285
HMV Wealth Advisors
Louisiana
$787K
HWM
286
HB Wealth Management
Georgia
$783K
TC
287
TAGStone Capital
North Carolina
$774K
ATPW
288
Ashton Thomas Private Wealth
Arizona
$767K
BRPW
289
Ballast Rock Private Wealth
South Carolina
$767K
CPA
290
Cardiff Park Advisors
California
$759K
NA
291
Nautilus Advisors
California
$756K
IWM
292
IHT Wealth Management
Illinois
$743K
HWM
293
HFG Wealth Management
Texas
$741K
LEFP
294
Leading Edge Financial Planning
Tennessee
$738K
IAN
295
Integrated Advisors Network
Texas
$729K
NWM
296
Navigoe Wealth Management
California
$722K
SPWM
297
Straight Path Wealth Management
Michigan
$718K
SI
298
Stirlingshire Investments
New York
$711K
WCM
299
Warburton Capital Management
Oklahoma
$704K
CL
300
CLG LLC
California
$699K