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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
UBS AM
176
UBS AM
Illinois
$4.87M
TWC
177
Tencap Wealth Coaching
Utah
$4.86M
KAS
178
Kestra Advisory Services
Texas
$4.78M
SAI
179
Savvy Advisors Inc
New York
$4.67M
Citigroup
180
Citigroup
New York
$4.59M
CWA
181
CogentBlue Wealth Advisors
Tennessee
$4.58M
AW
182
Aspirean Wealth
California
$4.52M
CA
183
Claris Advisors
Missouri
$4.51M
CWR
184
Chico Wealth RIA
California
$4.49M
PAG
185
Private Advisor Group
New Jersey
$4.48M
AQR Capital Management
186
AQR Capital Management
Connecticut
$4.44M
FIA
187
Foundations Investment Advisors
Arizona
$4.35M
SPA
188
Shore Point Advisors
New Jersey
$4.28M
GLLW
189
Graves Light Lenhart Wealth
Virginia
$4.17M
4WM
190
49 Wealth Management
Texas
$4M
PWIA
191
Porter White Investment Advisors
Alabama
$3.99M
VPWA
192
Vestia Personal Wealth Advisors
Indiana
$3.98M
I
193
INVST
Indiana
$3.9M
MMA
194
Miracle Mile Advisors
California
$3.7M
SFS
195
Sowell Financial Services
Arkansas
$3.69M
RA
196
RFG Advisory
Alabama
$3.64M
GVAG
197
Great Valley Advisor Group
Delaware
$3.45M
PA
198
Powerhouse Assets
Massachusetts
$3.27M
AWA
199
Acorn Wealth Advisors
Michigan
$3.22M
Creative Planning
200
Creative Planning
Kansas
$3.17M