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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
PCM
101
Passive Capital Management
Maryland
$12.6M
WRPWM
102
Werba Rubin Papier Wealth Management
California
$12.4M
MWA
103
Mills Wealth Advisors
Texas
$12.3M
DI
104
Disciplined Investments
Oklahoma
$12.1M
SPIA
105
Steward Partners Investment Advisory
New York
$11.9M
Truist Financial
106
Truist Financial
North Carolina
$11.9M
BHWM
107
Bay Harbor Wealth Management
Maryland
$11.7M
CWP
108
Concord Wealth Partners
Virginia
$11.5M
SCP
109
Stevens Capital Partners
Nebraska
$11.5M
GCA
110
Gradient Capital Advisors
California
$11.2M
SWM
111
Selective Wealth Management
Virginia
$11.1M
VBA
112
von Borstel & Associates
Oregon
$11.1M
Betterment LLC
113
Betterment LLC
New York
$11M
WAG
114
Wilkerson Advisory Group
Missouri
$10.8M
FF
115
Friday Financial
Iowa
$10.5M
W
116
WorthPointe
California
$10.4M
KIM
117
Kestra Investment Management
Texas
$10.1M
YWM
118
Yardley Wealth Management
Pennsylvania
$9.98M
FWP
119
Family Wealth Partners
North Carolina
$9.98M
PCM
120
Peirce Capital Management
Texas
$9.42M
AFA
121
AA Financial Advisors
Ohio
$9.12M
CCM
122
Cambridge Capital Management
Illinois
$9.07M
HWM
123
HBE Wealth Management
Nebraska
$8.84M
HIG
124
Heritage Investment Group
Florida
$8.68M
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$8.63M