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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
AHL
351
Abel Hall LLC
Louisiana
$299K
BIG
352
Builder Investment Group
Georgia
$295K
PL
353
Plancorp LLC
Missouri
$293K
KFG
354
Kelly Financial Group
Connecticut
$291K
JC
355
JM2 Capital
Oklahoma
$290K
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$289K
MA
357
Mutual Advisors
Nebraska
$285K
EWA
358
EP Wealth Advisors
California
$282K
TPI
359
Trust Point Inc
Wisconsin
$281K
SOS
360
Silver Oak Securities
Tennessee
$278K
LG
361
LAM Group
Oregon
$267K
CWM
362
Capstone Wealth Management
Montana
$256K
XPN
363
XY Planning Network
Montana
$249K
IAG
364
Investmark Advisory Group
Connecticut
$243K
BNA
365
BankChampaign, National Association
Illinois
$242K
AAP
366
Arax Advisory Partners
Colorado
$240K
RF
367
rebel Financial
Ohio
$237K
SLG
368
Sanchez Levi Garrett
$236K
AFP
369
ATLas Financial Planning
Georgia
$232K
FWS
370
FinDec Wealth Services
California
$232K
TWM
371
TCFG Wealth Management
California
$230K
TIA
372
TCFG Investment Advisors
California
$230K
BCM
373
Brookstone Capital Management
Illinois
$224K
MT
374
Midwest Trust
Kansas
$223K
AF
375
Advisornet Financial
Minnesota
$221K