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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 %
GM
301
GeoWealth Management
Illinois
$39.5K +$563 +12 +1%
BTI
302
Blue Trust Inc
Georgia
$34.7K
RLIM
303
Red Lighthouse Investment Management
New York
$34.2K +$34.2K +729 New
CAS
304
Coppell Advisory Solutions
Texas
$32.4K -$3.47K -74 -10%
MFT
305
Moisand Fitzgerald Tamayo
Florida
$25.9K -$3.56K -76 -12%
RWM
306
Rialto Wealth Management
New York
$25.9K +$25.9K +552 New
OCM
307
Orion Capital Management
California
$24.5K +$24.5K +522 New
DF
308
DecisionPoint Financial
Arizona
$22.8K
HI
309
Harbour Investments
Wisconsin
$18K +$7.83K +167 +77%
GTAM
310
Global Trust Asset Management
Florida
$13.6K -$157K -3,347 -92%
LOIP
311
Live Oak Investment Partners
Texas
$12.2K
CFGS
312
Concourse Financial Group Securities
Alabama
$11.1K -$229K -4,868 -95%
WTC
313
WhitTier Trust Company
Nevada
$10.3K
HFS
314
Hantz Financial Services
Michigan
$10K +$10K +210 New
KIM
315
Kestra Investment Management
Texas
$8.91K +$8.91K +190 New
UBS Group
316
UBS Group
Switzerland
$8.58K +$8.58K +183 New
MAS
317
MPWM Advisory Solutions
Georgia
$6.33K +$6.33K +135 New
NRG
318
Nemes Rush Group
Michigan
$5.91K +$5.91K +126 New
CMBA
319
C.M. Bidwell & Associates
Hawaii
$5.3K
HBW
320
Hazlett, Burt & Watson
West Virginia
$3K +$3K +71 New
BGWM
321
Bridge Generations Wealth Management
Florida
$2.49K +$2.49K +53 New
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$422
Fidelity Investments
323
Fidelity Investments
Massachusetts
$94 +$94 +2 New
OMC
324
Old Mission Capital
Illinois
-$1.44M -30,116 Closed
LFAS
325
Level Four Advisory Services
Texas
-$482K -10,204 Closed