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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
DFP
301
Donalies Financial Planning
District of Columbia
$697K
WN
302
Williams & Novak
California
$663K
RCAG
303
Rehmann Capital Advisory Group
Michigan
$650K
IFG
304
Independent Financial Group
California
$611K
EC
305
Eaton-Cambridge
Arizona
$609K
DFS
306
Dixon Fnancial Services
California
$605K
WAM
307
Worth Asset Management
Texas
$602K
CSW
308
Cogent Strategic Wealth
Illinois
$591K
AWM
309
Accurate Wealth Management
Florida
$582K
VFG
310
Victory Financial Group
Texas
$568K
PFS
311
Prospera Financial Services
Texas
$567K
SCA
312
Strathmore Capital Advisors
North Carolina
$562K
RLIM
313
Red Lighthouse Investment Management
New York
$543K
SA
314
Stewardship Advisors
Pennsylvania
$543K
GJIA
315
Glass Jacobson Investment Advisors
Maryland
$520K
CWM
316
Core Wealth Management
Florida
$503K
TCIIS
317
TIAA-CREF Individual & Institutional Services
New York
$496K
VWA
318
Vistica Wealth Advisors
California
$495K
PFA
319
Pinnacle Family Advisors
Missouri
$480K
FWI
320
Facet Wealth Inc
Maryland
$478K
EFG
321
Everest Financial Group
Minnesota
$474K
HKIMG
322
Hutchens & Kramer Investment Management Group
Indiana
$472K
APFP
323
Action Point Financial Planning
Michigan
$447K
FFM
324
Forum Financial Management
Illinois
$434K
SAM
325
Synergy Asset Management
Washington
$423K