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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
RF
401
Rossby Financial
Florida
$39.1K
ASN
402
Advisory Services Network
Georgia
$39K
Rockefeller Capital Management
403
Rockefeller Capital Management
New York
$35.9K
MFT
404
Moisand Fitzgerald Tamayo
Florida
$35.5K
BTI
405
Blue Trust Inc
Georgia
$35.4K
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$34.4K
MG
407
MilWealth Group
Wisconsin
$27.8K
RG
408
RHL Group
Michigan
$24K
WGL
409
Wellington Grp LLC
Indiana
$20.4K
OCM
410
Orion Capital Management
California
$19.9K
AUB
411
Atlantic Union Bankshares
Virginia
$19.7K
HWA
412
HHM Wealth Advisors
Tennessee
$15.1K
RWM
413
Rialto Wealth Management
New York
$15.1K
CFG
414
Chapman Financial Group
Hawaii
$12.8K
Wells Fargo
415
Wells Fargo
California
$12.4K
VAI
416
Vanguard Advisers Inc
Pennsylvania
$6.46K
CMBA
417
C.M. Bidwell & Associates
Hawaii
$5.41K
IA
418
IFG Advisory
Georgia
$2.73K
S
419
SignatureFD
Georgia
$64
SWP
420
Strategic Wealth Partners
Ohio
$26
TIM
421
Tortoise Investment Management
New York
Thrivent Financial for Lutherans
422
Thrivent Financial for Lutherans
Minnesota
Northern Trust
423
Northern Trust
Illinois
DAS
424
Diversify Advisory Services
Utah
WAP
425
Wealthcare Advisory Partners
Pennsylvania