We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF

426 hedge funds and large institutions have $5.33B invested in Dimensional Short-Duration Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 270 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 83

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $4.71B → $5.33B (+$619M)

6% more funds holding in top 10

Funds holding in top 10: 105111 (+6)

5% more funds holding

Funds holding: 407426 (+19)

2.84% more ownership

Funds ownership: 80.25%83.1% (+2.8%)

Holders
426
Holders Change
+19
Holders Change %
+4.67%
% of All Funds
5.25%
Holding in Top 10
111
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.71%
% of All Funds
1.37%
New
41
Increased
270
Reduced
83
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
51
CPA Asset Management
Florida
$21.9M +$8.35M +173,626 +61%
CWP
52
Cornerstone Wealth Partners
Michigan
$21.9M +$4.51M +93,753 +26%
SIC
53
SJS Investment Consulting
Ohio
$21.8M +$655K +13,618 +3%
GWMT
54
Guardian Wealth Management (Tennessee)
Tennessee
$21.5M +$2.06M +42,761 +11%
PWP
55
Parkwoods Wealth Partners
New York
$21.3M +$9.98M +207,391 +87%
PAM
56
Pacific Asset Management
Washington
$20.1M +$3.78M +78,506 +23%
WC
57
Wolfstich Capital
Massachusetts
$19.6M -$2.33M -48,515 -11%
VP
58
Verisail Partners
Georgia
$19.5M +$648K +13,462 +3%
SF
59
SageOak Financial
Oklahoma
$19.2M +$196K +4,069 +1%
AC
60
AWM Capital
Arizona
$19M +$2.54M +52,811 +15%
IA
61
Integrity Alliance
Iowa
$18.7M -$357K -7,410 -2%
NRW
62
Nova R Wealth
Kansas
$18.6M +$1.24M +25,718 +7%
ACM
63
AlphaStar Capital Management
North Carolina
$18.5M +$1.32M +27,384 +8%
OFA
64
Onyx Financial Advisors
Idaho
$18.5M +$904K +18,781 +5%
VAS
65
Vestmark Advisory Solutions
Massachusetts
$18.5M +$1.27M +26,384 +7%
SWM
66
Sterling Wealth Management
Illinois
$18M +$1.88M +39,020 +12%
TAWM
67
Three Arch Wealth Management
California
$18M +$1.02M +21,281 +6%
BWA
68
BCU Wealth Advisors
Illinois
$17.9M +$667K +13,856 +4%
PHWM
69
Pine Harbor Wealth Management
Maryland
$17.6M +$2.35M +48,749 +15%
THL
70
Tillman Hartley LLC
Colorado
$17.6M -$68.2K -1,417 -0.4%
CA
71
Clune & Associates
Illinois
$17.3M +$2.34M +48,676 +16%
BWM
72
BCO Wealth Management
New Mexico
$17.2M +$740K +15,379 +4%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$16.6M +$9.52M +197,884 +133%
CM
74
Cornerstone Management
Georgia
$16.4M +$4.41M +91,621 +36%
BMWS
75
Brady Martz Wealth Solutions
North Dakota
$16.3M +$879K +18,263 +6%