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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
AF
26
Allworth Financial
California
$44.8M
AFG
27
Altiora Financial Group
Ohio
$44.2M
BPA
28
Beacon Pointe Advisors
California
$43.9M
FPI
29
Financial Plan Inc
Washington
$43.9M
5NPW
30
55 North Private Wealth
Florida
$42.1M
SRCM
31
Signature Resources Capital Management
California
$37M
EFP
32
Elser Financial Planning
Indiana
$37M
PAS
33
Park Avenue Securities
New York
$36.9M
Bank of America
34
Bank of America
North Carolina
$36M
MPW
35
MASECO Private Wealth
$35.4M
W
36
Wealthquest
Ohio
$35.1M
EA
37
Eclectic Associates
California
$32.8M
WAG
38
Wheelhouse Advisory Group
Missouri
$29.6M
MWM
39
Mattern Wealth Management
Kansas
$28.9M
GOCP
40
Great Oak Capital Partners
Massachusetts
$28.6M
FFA
41
Farther Finance Advisors
California
$27.2M
VWA
42
Valued Wealth Advisors
Utah
$26.7M
NWM
43
Northwest Wealth Management
Iowa
$26.6M
AFGAS
44
Allegiance Financial Group Advisory Services
Virginia
$24.5M
JTWM
45
Jackson Thornton Wealth Management
Alabama
$24.3M
SWA
46
Sterling Wealth Advisors
Florida
$24.1M
KSWWM
47
Keyes Stange & Wooten Wealth Management
Florida
$23.6M
SHFA
48
SC&H Financial Advisors
Maryland
$23.2M
VF
49
Vestment Financial
Minnesota
$23M
LFGO
50
Legacy Financial Group (Oklahoma)
Oklahoma
$22.4M