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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
AWM
326
AE Wealth Management
Kansas
$417K
O3W
327
Omni 360 Wealth
New Jersey
$415K
PFGIA
328
Patriot Financial Group Insurance Agency
Massachusetts
$409K
SC
329
Shearwater Capital
Colorado
$407K
AAM
330
Austin Asset Management
Texas
$407K
OP
331
Oath Planning
Oklahoma
$406K
OSAM
332
O'Shaughnessy Asset Management
Connecticut
$399K
LFA
333
Lauterbach Financial Advisors
Texas
$398K
HSG
334
Helen Stephens Group
Texas
$390K
SWGC
335
Summit Wealth Group (Colorado)
Colorado
$383K
MWM
336
McCartney Wealth Management
Missouri
$381K
AC
337
Annandale Capital
Texas
$375K
SWM
338
Seaside Wealth Management
California
$367K
CPW
339
Cogent Private Wealth
Florida
$361K
VFP
340
Verus Financial Partners
Virginia
$355K
Citadel Advisors
341
Citadel Advisors
Florida
$340K
Morgan Stanley
342
Morgan Stanley
New York
$327K
IPWA
343
International Private Wealth Advisors
California
$327K
VWM
344
Vermillion Wealth Management
Minnesota
$318K
CSPIA
345
Cary Street Partners Investment Advisory
Virginia
$316K
WIA
346
World Investment Advisors
California
$312K
MC
347
Matisse Capital
Oregon
$311K
RFA
348
Reyes Financial Architecture
California
$310K
CF
349
Claris Financial
Virginia
$308K
MW
350
Marrick Wealth
California
$302K