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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
CPIG
126
Chicago Partners Investment Group
Illinois
$8.48M +$457K +9,503 +6%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$8.36M -$1.21M -25,182 -13%
AIA
128
AssuredPartners Investment Advisors
Florida
$8.34M +$158K +3,288 +2%
DAS
129
Dynamic Advisor Solutions
Arizona
$8.3M +$182K +3,773 +2%
BAM
130
Belleair Asset Management
Florida
$8.23M +$860K +17,871 +12%
PFS
131
Professional Financial Solutions
Virginia
$8.23M +$1.19M +24,683 +17%
PFA
132
Pure Financial Advisors
California
$8.19M +$451K +9,374 +6%
HI
133
Harbour Investments
Wisconsin
$8.11M +$2.19M +45,417 +37%
LOPW
134
Live Oak Private Wealth
North Carolina
$7.96M +$2.53M +52,511 +46%
TCM
135
Triumph Capital Management
Colorado
$7.86M +$661K +13,736 +9%
RFP
136
RCS Financial Planning
Maryland
$7.78M +$164K +3,417 +2%
AWMNY
137
Arcadia Wealth Management (New York)
New York
$7.77M +$1.15M +23,836 +17%
KFGG
138
Keystone Financial Group (Georgia)
Georgia
$7.71M +$2.06M +42,718 +36%
MWP
139
Meredith Wealth Planning
Illinois
$7.67M +$1.52M +31,681 +25%
FWM
140
FMB Wealth Management
California
$7.63M +$486K +10,098 +7%
VPF
141
Vantage Point Financial
Illinois
$7.56M +$244K +5,070 +3%
CIAS
142
CFS Investment Advisory Services
New Jersey
$7.48M +$210K +4,371 +3%
SIMC
143
Squire Investment Management Company
Utah
$7.43M +$969K +20,133 +15%
FWM
144
Fonville Wealth Management
Virginia
$7.36M +$3.98M +82,823 +117%
TIAM2
145
Tru Independence Asset Management 2
Oregon
$7.28M +$289K +6,013 +4%
HA
146
Heffernan Advisory
Arizona
$7.21M +$645K +13,407 +10%
DWA
147
Delap Wealth Advisory
Oregon
$7.16M +$1.21M +25,132 +20%
PF
148
Parker Financial
Washington
$7.1M +$487K +10,123 +7%
OCA
149
Optimus Capital Advisors
Texas
$6.94M -$3.07M -63,778 -31%
BH
150
Burk Holdings
Oklahoma
$6.86M +$431K +8,965 +7%