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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
LPL Financial
76
LPL Financial
California
$16.2M -$813K -16,906 -5%
ODA
77
One Degree Advisors
California
$16.1M +$751K +15,606 +5%
Osaic Holdings
78
Osaic Holdings
Arizona
$15.9M -$1.52M -31,540 -9%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$15.6M -$2M -41,507 -11%
SIM
80
Studio Investment Management
Illinois
$15.3M +$673K +13,984 +5%
FF
81
Foundry Financial
California
$14.9M +$5.92M +123,055 +66%
KWA
82
Kondo Wealth Advisors
California
$14.8M +$613K +12,740 +4%
LWM
83
Liberty Wealth Management
California
$14.8M +$707K +14,688 +5%
IAS
84
Integrity Advisory Solutions
Texas
$14.7M +$3.46M +71,920 +31%
DB
85
Dravo Bay
Delaware
$14.5M +$1.36M +28,171 +10%
OA
86
Oceanside Advisors
South Carolina
$14.4M +$1.08M +22,523 +8%
PCA
87
Prosperity Capital Advisors
Ohio
$14.2M +$618K +12,841 +5%
C1AG
88
Client 1st Advisory Group
Florida
$14.2M +$86.6K +1,799 +0.6%
PWM
89
Parkshore Wealth Management
California
$13.6M +$2.6M +54,092 +23%
IWC
90
Integrated Wealth Concepts
Massachusetts
$13.6M +$804K +16,709 +6%
SRWM
91
Shira Ridge Wealth Management
California
$13.6M +$1.85M +38,556 +16%
Raymond James Financial
92
Raymond James Financial
Florida
$13.4M +$2.26M +46,898 +20%
SWA
93
Sax Wealth Advisors
New Jersey
$13.2M
TM
94
Torren Management
California
$13.2M +$1.16M +24,182 +10%
WA
95
Waverly Advisors
Alabama
$13.1M -$228K -4,739 -2%
JWM
96
Johnson Wealth Management
North Dakota
$12.9M +$459K +9,542 +4%
SIM
97
Stratos Investment Management
Ohio
$12.8M +$33.3K +692 +0.3%
DWS
98
Discipline Wealth Solutions
South Carolina
$12.7M +$2.03M +42,255 +19%
EP
99
Essential Planning
New Hampshire
$12.6M +$2.81M +58,361 +28%
CSB
100
City State Bank
Iowa
$12.6M +$3.24M +67,403 +34%