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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
2L
376
25 LLC
Missouri
$221K
IAG
377
Investment Advisory Group
Massachusetts
$209K
CTC
378
Central Trust Company
Missouri
$206K
PS
379
Pinney & Scofield
Massachusetts
$206K
CC
380
Citrine Capital
California
$202K
MEG
381
Millstone Evans Group
Colorado
$188K
RL
382
Rogco LP
Oklahoma
$166K
GCM
383
Gunpowder Capital Management
Maryland
$161K
Fifth Third Bancorp
384
Fifth Third Bancorp
Ohio
$154K
Fidelity Investments
385
Fidelity Investments
Massachusetts
$152K
LFG
386
Larson Financial Group
Missouri
$138K
National Bank of Canada
387
National Bank of Canada
Quebec, Canada
$128K
ACA
388
Aptus Capital Advisors
Alabama
$118K
SWIM
389
Smallwood Wealth Investment Management
New Jersey
$95.8K
MAS
390
MPWM Advisory Solutions
Georgia
$94.5K
TWM
391
Topsail Wealth Management
North Carolina
$92.4K
PWA
392
Physician Wealth Advisors
Utah
$84.9K
TCM
393
Tradewinds Capital Management
Washington
$81.4K
VWA
394
VSM Wealth Advisory
Maryland
$79.9K
DF
395
DecisionPoint Financial
Arizona
$64.4K
OC
396
Oakworth Capital
Alabama
$62.6K
KG
397
Kilter Group
New York
$54.1K
AT
398
Arlington Trust
Alabama
$53.2K
MWA
399
Medallion Wealth Advisors
Connecticut
$51.5K
PA
400
Parallel Advisors
California
$41.2K