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Dimensional Short-Duration Fixed Income ETF

322 hedge funds and large institutions have $3.1B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 173 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+73
Holders Change %
+29.32%
% of All Funds
4.29%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
0.88%
New
86
Increased
173
Reduced
47
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
226
Core Wealth Management
Florida
$627K -$3K -64 -0.5%
GWA
227
Geometric Wealth Advisors
District of Columbia
$613K +$98.1K +2,093 +19%
SIG
228
Spinnaker Investment Group
California
$608K -$938 -20 -0.2%
GJIA
229
Glass Jacobson Investment Advisors
Maryland
$603K -$25.1K -535 -4%
CL
230
CLG LLC
California
$591K +$591K +12,602 New
Citigroup
231
Citigroup
New York
$589K +$270K +5,768 +85%
FS
232
Financial Symmetry
North Carolina
$572K +$224K +4,777 +64%
PFA
233
Pinnacle Family Advisors
Missouri
$568K +$142K +3,026 +33%
CWMA
234
Capstone Wealth Management (Alabama)
Alabama
$529K +$529K +11,284 New
IA
235
IFG Advisory
Georgia
$520K +$520K +11,088 New
WP
236
WMS Partners
Maryland
$506K -$68.4K -1,458 -12%
JWM
237
JDH Wealth Management
California
$501K +$501K +10,692 New
Cerity Partners
238
Cerity Partners
New York
$480K +$13.8K +294 +3%
TAM
239
Titleist Asset Management
Texas
$478K +$478K +10,204 New
SA
240
Stewardship Advisors
Pennsylvania
$470K +$135K +2,889 +40%
AAM
241
Austin Asset Management
Texas
$470K
DFS
242
Dixon Fnancial Services
California
$450K +$54.9K +1,170 +14%
LEFP
243
Leading Edge Financial Planning
Tennessee
$447K +$447K +9,539 New
WAP
244
Wealthcare Advisory Partners
Pennsylvania
$432K -$33.4K -712 -7%
AAP
245
Arax Advisory Partners
Colorado
$429K +$429K +9,151 New
SPWM
246
Straight Path Wealth Management
Michigan
$420K -$26.5K -566 -6%
SC
247
Shearwater Capital
Colorado
$402K
VWM
248
Vermillion Wealth Management
Minnesota
$400K +$400K +8,534 New
O3W
249
Omni 360 Wealth
New Jersey
$381K +$381K +8,122 New
GWM
250
Geneos Wealth Management
Colorado
$375K +$29K +618 +8%