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
KCWM
151
Kane Co Wealth Management
Iowa
$6.53M
BAM
152
BOS Asset Management
Illinois
$6.45M
BWA
153
Babb Wealth Advisors
Arizona
$6.32M
NDWM
154
New Dimensions Wealth Management
Texas
$6.17M
KA
155
Kooman & Associates
Pennsylvania
$6.13M
WWWM
156
White Wing Wealth Management
Texas
$6.09M
SEIA
157
Signature Estate & Investment Advisors
California
$5.97M
EWA
158
EverSource Wealth Advisors
Alabama
$5.8M
CMP
159
Coston McIsaac & Partners
Maine
$5.76M
BC
160
Burney Company
Virginia
$5.71M
BC
161
BDFS Capital
Delaware
$5.71M
IFA
162
Index Fund Advisors
California
$5.56M
CW
163
CreativeOne Wealth
Kansas
$5.54M
DWM
164
Diversify Wealth Management
Utah
$5.46M
LWM
165
Lakeridge Wealth Management
Ohio
$5.37M
SFP
166
SwitchPoint Financial Planning
Utah
$5.37M
Jane Street
167
Jane Street
New York
$5.21M
SW
168
Simplicity Wealth
New Jersey
$5.18M
BCI
169
Brinker Capital Investments
Pennsylvania
$5.15M
SWM
170
SpringVest Wealth Management
Texas
$5.13M
Corient Private Wealth
171
Corient Private Wealth
Florida
$5.07M
Envestnet Portfolio Solutions
172
Envestnet Portfolio Solutions
Illinois
$5.03M
VWWMG
173
Vermillion & White Wealth Management Group
Pennsylvania
$4.94M
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
$4.92M
PPP
175
Prism Planning Partners
Illinois
$4.9M