DFSD icon

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 %
WCM
276
Warburton Capital Management
Oklahoma
$215K +$215K +4,589 New
MFG
277
Merit Financial Group
Georgia
$211K +$211K +4,511 New
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$211K
JSW
279
Journey Strategic Wealth
New Jersey
$211K -$74.2K -1,583 -26%
PAG
280
Poinciana Advisors Group
Florida
$211K +$211K +4,498 New
WTA
281
Washington Trust Advisors
Massachusetts
$208K
BIG
282
Builder Investment Group
Georgia
$206K +$7.69K +164 +4%
AHL
283
Abel Hall LLC
Louisiana
$203K -$28.9K -616 -12%
HSG
284
Helen Stephens Group
Texas
$202K -$63K -1,344 -24%
Brown Advisory
285
Brown Advisory
Maryland
$202K -$339K -7,228 -63%
MG
286
MilWealth Group
Wisconsin
$201K +$173K +3,696 +636%
Morgan Stanley
287
Morgan Stanley
New York
$199K +$199K +4,241 New
AWM
288
AE Wealth Management
Kansas
$181K -$16K -342 -8%
AP
289
Aspect Partners
Virginia
$144K
PS
290
Pinney & Scofield
Massachusetts
$132K +$132K +2,813 New
PS
291
Principal Securities
Iowa
$107K +$5.2K +111 +5%
ACA
292
Aptus Capital Advisors
Alabama
$97.2K +$1.97K +42 +2%
PMIM
293
Prudent Man Investment Management
Colorado
$86.2K +$86.2K +1,839 New
AF
294
Advisornet Financial
Minnesota
$80.2K +$19.2K +409 +31%
GRP
295
Global Retirement Partners
California
$77.3K +$18.2K +388 +31%
Jones Financial Companies
296
Jones Financial Companies
Missouri
$76.9K +$30K +640 +64%
Wells Fargo
297
Wells Fargo
California
$75.4K -$84K -1,792 -53%
TWC
298
TD Waterhouse Canada
Ontario, Canada
$59.7K +$59.7K +1,276 New
PWA
299
Physician Wealth Advisors
Utah
$55.8K +$55.8K +1,190 New
PA
300
Parallel Advisors
California
$40.3K +$40.3K +860 New