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Dimensional Short-Duration Fixed Income ETF
DFSD

Overview Fund Activity

242 hedge funds and large institutions have $1.94B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+24
Holders Change %
+11.01%
% of All Funds
3.52%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.45%
New
36
Increased
154
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCI
Planning Center Inc
Illinois
$92.7M
2
AssetMark Inc
AssetMark Inc
California
$64M
3
AFG
Altiora Financial Group
Ohio
$25M
4
BSW
Buckingham Strategic Wealth
Missouri
$97.6M
5
OIA
OneDigital Investment Advisors
Kansas
$102M

Top Sellers

1
Jane Street
Jane Street
New York
$19.8M
2
BC
Burney Company
Virginia
$12.2M
3
SAG
SageView Advisory Group
California
$2.77M
4
OMC
Old Mission Capital
Illinois
$556K
5
WA
Waverly Advisors
Alabama
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Advisornet Financial
Minnesota
$50.5K +$3.2K +68 +7%
CAS
227
Coppell Advisory Solutions
Texas
$39.8K +$39.8K +846 New
BTI
228
Blue Trust Inc
Georgia
$34.8K – – –
VAG
229
VisionPoint Advisory Group
Texas
$30.4K – – –
MFT
230
Moisand Fitzgerald Tamayo
Florida
$29.3K +$3.43K +73 +13%
OCM
231
Orion Capital Management
California
$28.2K – – –
MG
232
MilWealth Group
Wisconsin
$27.3K +$329 +7 +1%
DF
233
DecisionPoint Financial
Arizona
$23K -$52.6K -1,111 -70%
KPP
234
Kings Path Partners
Texas
$20.7K +$20.7K +441 New
GWM
235
Geneos Wealth Management
Colorado
$13.9K +$13.9K +295 New
Wells Fargo
236
Wells Fargo
California
$13.4K +$13.4K +285 New
FLPIM
237
F.L. Putnam Investment Management
Massachusetts
$11.2K +$11.2K +239 New
HI
238
Harbour Investments
Wisconsin
$10.2K – – –
HFA
239
Hershey Financial Advisers
Pennsylvania
$6.44K +$6.44K +137 New
US Bancorp
240
US Bancorp
Minnesota
$6.35K +$6.35K +135 New
CMBA
241
C.M. Bidwell & Associates
Hawaii
$5.31K – – –
GI
242
Gradient Investments
Minnesota
$4.65K – – –
GM
243
GeoWealth Management
Illinois
$2.06K +$2.01K +43 +4,300%
LNC
244
Lincoln National Corp
Pennsylvania
– -$1.94M -41,290 Closed
AWM
245
Axxcess Wealth Management
California
– -$652K -13,852 Closed
DWM
246
Drive Wealth Management
Utah
– -$533K -11,325 Closed
HIC
247
Hartline Investment Corp
Illinois
– -$501K -10,648 Closed
B
248
BetterWealth
California
– -$326K -6,928 Closed
MWA
249
Mills Wealth Advisors
Texas
– -$262K -5,560 Closed
AWM
250
AE Wealth Management
Kansas
– -$235K -5,000 Closed
7 8 9
10
11