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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
ARA
151
Approach Retirement Advisors
Alabama
$6.53M -$1.59K -33 -0%
KCWM
152
Kane Co Wealth Management
Iowa
$6.53M +$14.8K +308 +0.2%
BAM
153
BOS Asset Management
Illinois
$6.45M +$2.54M +52,743 +64%
BWA
154
Babb Wealth Advisors
Arizona
$6.32M +$343K +7,128 +6%
NDWM
155
New Dimensions Wealth Management
Texas
$6.17M -$115K -2,390 -2%
KA
156
Kooman & Associates
Pennsylvania
$6.13M +$187K +3,897 +3%
WWWM
157
White Wing Wealth Management
Texas
$6.09M -$426K -8,845 -7%
SEIA
158
Signature Estate & Investment Advisors
California
$5.97M +$74K +1,538 +1%
EWA
159
EverSource Wealth Advisors
Alabama
$5.8M -$2.49M -51,742 -30%
CMP
160
Coston McIsaac & Partners
Maine
$5.76M +$1.28M +26,552 +28%
BC
161
Burney Company
Virginia
$5.71M -$1.26M -26,133 -18%
BC
162
BDFS Capital
Delaware
$5.71M +$234K +4,862 +4%
IFA
163
Index Fund Advisors
California
$5.56M +$2.42M +50,390 +77%
CW
164
CreativeOne Wealth
Kansas
$5.54M -$96.4K -2,004 -2%
DWM
165
Diversify Wealth Management
Utah
$5.46M +$1.52M +31,687 +38%
LWM
166
Lakeridge Wealth Management
Ohio
$5.37M -$130K -2,704 -2%
SFP
167
SwitchPoint Financial Planning
Utah
$5.37M +$1.13M +23,576 +27%
Jane Street
168
Jane Street
New York
$5.21M +$2.71M +56,411 +108%
SW
169
Simplicity Wealth
New Jersey
$5.18M +$1.05M +21,798 +25%
BCI
170
Brinker Capital Investments
Pennsylvania
$5.15M -$661K -13,738 -11%
SWM
171
SpringVest Wealth Management
Texas
$5.13M +$1.31M +27,279 +34%
Corient Private Wealth
172
Corient Private Wealth
Florida
$5.07M -$5.39M -111,974 -51%
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$5.03M -$59K -1,227 -1%
VWWMG
174
Vermillion & White Wealth Management Group
Pennsylvania
$4.94M -$1.6M -33,229 -24%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$4.92M +$219K +4,550 +5%