DFSD icon

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
CPIG
126
Chicago Partners Investment Group
Illinois
$8.48M
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$8.36M
AIA
128
AssuredPartners Investment Advisors
Florida
$8.34M
DAS
129
Dynamic Advisor Solutions
Arizona
$8.3M
BAM
130
Belleair Asset Management
Florida
$8.23M
PFS
131
Professional Financial Solutions
Virginia
$8.23M
PFA
132
Pure Financial Advisors
California
$8.19M
HI
133
Harbour Investments
Wisconsin
$8.11M
LOPW
134
Live Oak Private Wealth
North Carolina
$7.96M
TCM
135
Triumph Capital Management
Colorado
$7.86M
RFP
136
RCS Financial Planning
Maryland
$7.78M
AWMNY
137
Arcadia Wealth Management (New York)
New York
$7.77M
KFGG
138
Keystone Financial Group (Georgia)
Georgia
$7.71M
MWP
139
Meredith Wealth Planning
Illinois
$7.67M
FWM
140
FMB Wealth Management
California
$7.63M
VPF
141
Vantage Point Financial
Illinois
$7.56M
CIAS
142
CFS Investment Advisory Services
New Jersey
$7.48M
SIMC
143
Squire Investment Management Company
Utah
$7.43M
FWM
144
Fonville Wealth Management
Virginia
$7.36M
TIAM2
145
Tru Independence Asset Management 2
Oregon
$7.28M
HA
146
Heffernan Advisory
Arizona
$7.21M
DWA
147
Delap Wealth Advisory
Oregon
$7.16M
PF
148
Parker Financial
Washington
$7.1M
BH
149
Burk Holdings
Oklahoma
$6.86M
ARA
150
Approach Retirement Advisors
Alabama
$6.53M