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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
PCM
101
Passive Capital Management
Maryland
$12.6M +$1.43M +29,709 +13%
WRPWM
102
Werba Rubin Papier Wealth Management
California
$12.4M +$1.84M +38,211 +17%
MWA
103
Mills Wealth Advisors
Texas
$12.3M +$7.18M +149,309 +139%
DI
104
Disciplined Investments
Oklahoma
$12.1M +$1.78M +37,094 +17%
SPIA
105
Steward Partners Investment Advisory
New York
$11.9M +$1.22M +25,264 +11%
Truist Financial
106
Truist Financial
North Carolina
$11.9M +$426K +8,857 +4%
BHWM
107
Bay Harbor Wealth Management
Maryland
$11.7M +$1.72M +35,774 +17%
CWP
108
Concord Wealth Partners
Virginia
$11.5M +$384K +7,979 +3%
SCP
109
Stevens Capital Partners
Nebraska
$11.5M +$11.6M +240,385 New
GCA
110
Gradient Capital Advisors
California
$11.2M +$444K +9,237 +4%
SWM
111
Selective Wealth Management
Virginia
$11.1M +$3.27M +68,063 +41%
VBA
112
von Borstel & Associates
Oregon
$11.1M +$1.59M +33,151 +17%
Betterment LLC
113
Betterment LLC
New York
$11M +$569K +11,824 +5%
WAG
114
Wilkerson Advisory Group
Missouri
$10.8M +$10.8M +225,268 New
FF
115
Friday Financial
Iowa
$10.5M +$957K +19,893 +10%
W
116
WorthPointe
California
$10.4M +$2.38M +49,456 +29%
KIM
117
Kestra Investment Management
Texas
$10.1M +$3.37M +69,999 +50%
YWM
118
Yardley Wealth Management
Pennsylvania
$9.98M +$661K +13,743 +7%
FWP
119
Family Wealth Partners
North Carolina
$9.98M +$1.27M +26,438 +15%
PCM
120
Peirce Capital Management
Texas
$9.42M +$454K +9,444 +5%
AFA
121
AA Financial Advisors
Ohio
$9.12M +$9.16M +190,453 New
CCM
122
Cambridge Capital Management
Illinois
$9.07M +$99.1K +2,059 +1%
HWM
123
HBE Wealth Management
Nebraska
$8.84M +$25.7K +535 +0.3%
HIG
124
Heritage Investment Group
Florida
$8.68M +$250K +5,198 +3%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$8.63M +$621K +12,916 +8%