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
MSF
201
Mustard Seed Financial
Arkansas
$3.03M
HNWA
202
Henrickson Nauta Wealth Advisors
Michigan
$2.98M
MGW
203
MB Generational Wealth
Washington
$2.96M
BJB
204
Broadhurst Jeffrey B
$2.92M
KRW
205
Kaufman Rossin Wealth
Florida
$2.87M
TAM
206
TCP Asset Management
Ohio
$2.85M
Cerity Partners
207
Cerity Partners
New York
$2.78M
PA
208
ProCore Advisors
California
$2.71M
FOA
209
Five Oceans Advisors
California
$2.7M
AWA
210
Arkadios Wealth Advisors
Georgia
$2.59M
APC
211
Aspire Private Capital
North Carolina
$2.54M
AWM
212
Apollon Wealth Management
South Carolina
$2.51M
TWA
213
TCI Wealth Advisors
Arizona
$2.5M
Jones Financial Companies
214
Jones Financial Companies
Missouri
$2.47M
HFA
215
Hippocratic Financial Advisors
California
$2.44M
WUW
216
Wheels Up Wealth
California
$2.44M
MML Investors Services
217
MML Investors Services
Massachusetts
$2.4M
DWM
218
Dopkins Wealth Management
New York
$2.33M
KFAS
219
Keating Financial Advisory Services
Kansas
$2.32M
TCM
220
Tassel Capital Management
North Carolina
$2.29M
IA
221
IFP Advisors
Florida
$2.24M
BIA
222
Barry Investment Advisors
Massachusetts
$2.23M
NFP
223
Narus Financial Partners
Utah
$2.23M
AC
224
Applied Capital
Arkansas
$2.22M
RWM
225
Rockwood Wealth Management
Pennsylvania
$2.17M