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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
PPP
176
Prism Planning Partners
Illinois
$4.9M +$473K +9,824 +11%
UBS AM
177
UBS AM
Illinois
$4.87M +$4.89M +101,731 New
TWC
178
Tencap Wealth Coaching
Utah
$4.86M -$11.3K -234 -0.2%
KAS
179
Kestra Advisory Services
Texas
$4.78M +$484K +10,058 +11%
SAI
180
Savvy Advisors Inc
New York
$4.67M +$3.13M +65,093 +201%
Citigroup
181
Citigroup
New York
$4.59M +$1.19M +24,715 +35%
CWA
182
CogentBlue Wealth Advisors
Tennessee
$4.58M +$230K +4,779 +5%
AW
183
Aspirean Wealth
California
$4.52M +$304K +6,323 +7%
CA
184
Claris Advisors
Missouri
$4.51M +$396K +8,222 +10%
CWR
185
Chico Wealth RIA
California
$4.49M
PAG
186
Private Advisor Group
New Jersey
$4.48M -$350K -7,283 -7%
AQR Capital Management
187
AQR Capital Management
Connecticut
$4.44M +$445K +9,247 +11%
FIA
188
Foundations Investment Advisors
Arizona
$4.35M -$336K -6,987 -7%
SPA
189
Shore Point Advisors
New Jersey
$4.28M +$34.5K +718 +0.8%
GLLW
190
Graves Light Lenhart Wealth
Virginia
$4.17M +$24.6K +511 +0.6%
4WM
191
49 Wealth Management
Texas
$4M +$246K +5,115 +7%
PWIA
192
Porter White Investment Advisors
Alabama
$3.99M +$245K +5,089 +6%
VPWA
193
Vestia Personal Wealth Advisors
Indiana
$3.98M +$945K +19,652 +31%
I
194
INVST
Indiana
$3.9M +$714K +14,849 +22%
MMA
195
Miracle Mile Advisors
California
$3.7M -$1.77M -36,764 -32%
SFS
196
Sowell Financial Services
Arkansas
$3.69M +$256K +5,323 +7%
RA
197
RFG Advisory
Alabama
$3.64M +$17K +353 +0.5%
GVAG
198
Great Valley Advisor Group
Delaware
$3.45M -$1.3K -27 -0%
PA
199
Powerhouse Assets
Massachusetts
$3.27M +$286K +5,953 +10%
AWA
200
Acorn Wealth Advisors
Michigan
$3.22M +$96.2K +2,000 +3%