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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 %
LG
251
LAM Group
Oregon
$369K +$2.11K +45 +0.6%
FF
252
Francis Financial
$366K +$366K +7,801 New
CSP
253
Cary Street Partners
Virginia
$364K +$364K +7,773 New
LOPW
254
Live Oak Private Wealth
North Carolina
$349K +$349K +7,454 New
VFP
255
Verus Financial Partners
Virginia
$342K +$1.31K +28 +0.4%
KAM
256
KEB Asset Management
Illinois
$336K +$336K +7,168 New
SAI
257
Savvy Advisors Inc
New York
$329K -$69.4K -1,481 -17%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$328K -$712K -15,173 -68%
HH
259
Hilltop Holdings
Texas
$322K
TWM
260
TCFG Wealth Management
California
$318K +$33K +703 +12%
IFPG
261
Intrepid Financial Planning Group
Indiana
$310K
MC
262
Matisse Capital
Oregon
$305K
MSFS
263
Main Street Financial Solutions
Pennsylvania
$284K +$284K +6,064 New
ATPW
264
Ashton Thomas Private Wealth
Arizona
$284K +$284K +6,055 New
SWM
265
Seaside Wealth Management
California
$282K +$5.39K +115 +2%
Comerica Bank
266
Comerica Bank
Texas
$279K +$141K +3,000 +102%
CMP
267
Coston McIsaac & Partners
Maine
$272K +$262K +5,607 +2,683%
Thrivent Financial for Lutherans
268
Thrivent Financial for Lutherans
Minnesota
$269K +$269K +5,747 New
CPA
269
Capital Performance Advisors
California
$252K
SOS
270
Silver Oak Securities
Tennessee
$250K +$33.8K +721 +16%
WAN
271
Wealth Advisors Northwest
Oregon
$240K +$240K +5,126 New
PL
272
Plancorp LLC
Missouri
$230K +$230K +4,904 New
FG
273
Foster Group
Iowa
$226K -$1.31M -27,902 -85%
CAM
274
Concorde Asset Management
Michigan
$224K +$1.17K +25 +0.5%
SWM
275
Selective Wealth Management
Virginia
$220K