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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
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$293M
AC
2
Apella Capital
Connecticut
$253M
FPAS
3
Focus Partners Advisor Solutions
Missouri
$245M
SC
4
Savant Capital
Illinois
$187M
OIA
5
OneDigital Investment Advisors
Kansas
$177M
BHWM
6
Beaird Harris Wealth Management
Texas
$149M
RFP
7
Root Financial Partners
California
$143M
PCI
8
Planning Center Inc
Illinois
$134M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$116M
VT
10
Vise Technologies
New York
$109M
DPW
11
DiNuzzo Private Wealth
Pennsylvania
$97.7M
HighTower Advisors
12
HighTower Advisors
Illinois
$94.3M
GWWM
13
Great Waters Wealth Management
Minnesota
$85.4M
PFM
14
Phillips Financial Management
Indiana
$82.1M
RIAS
15
Rachor Investment Advisory Services
Michigan
$69.6M
DPI
16
Diversified Portfolios Inc
Michigan
$64M
RK
17
Rather & Kittrell
Tennessee
$63.8M
ME
18
McIlrath & Eck
Washington
$62.1M
MSWMA
19
Market Street Wealth Management Advisors
Indiana
$59.6M
W
20
WPWealth
Texas
$57.9M
AssetMark Inc
21
AssetMark Inc
California
$57M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$56.6M
RWM
23
Ruedi Wealth Management
Illinois
$52.5M
RIP
24
RAM Investment Partners
Washington
$47.8M
CW
25
Curio Wealth
Maryland
$45.9M