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Dimensional Short-Duration Fixed Income ETF

218 hedge funds and large institutions have $1.57B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 126 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
3.16%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.42%
New
24
Increased
126
Reduced
50
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LFGO
26
Legacy Financial Group (Oklahoma)
Oklahoma
$14.9M 317,333 +42,423 +15%
SIC
27
SJS Investment Consulting
Ohio
$13.9M 295,356 +28,397 +11%
OFA
28
Onyx Financial Advisors
Idaho
$13.3M 282,109 +36,080 +15%
PAS
29
Park Avenue Securities
New York
$12.6M 266,885 +1,342 +0.5%
RFP
30
Root Financial Partners
California
$12.2M 258,872 +85,107 +49%
GOCP
31
Great Oak Capital Partners
Massachusetts
$11.6M 246,222 +72,390 +42%
RFP
32
RCS Financial Planning
Maryland
$11.4M 243,189 +18,451 +8%
RWM
33
Ruedi Wealth Management
Illinois
$11.1M 235,741 +92,000 +64%
SRCM
34
Signature Resources Capital Management
California
$10.8M 230,165 -9,221 -4%
VAS
35
Vestmark Advisory Solutions
Massachusetts
$10.8M 228,595 +3,548 +2%
FPAS
36
Focus Partners Advisor Solutions
Missouri
$10.7M 226,741 -326,359 -59%
C1AG
37
Client 1st Advisory Group
Florida
$10.5M 222,504 +13,150 +6%
AFGAS
38
Allegiance Financial Group Advisory Services
Virginia
$10.2M 215,946 +36,906 +21%
OA
39
Oceanside Advisors
South Carolina
$9.77M 207,721 -3,550 -2%
KSWWM
40
Keyes Stange & Wooten Wealth Management
Florida
$9.18M 195,100 +182,792 +1,485%
DAS
41
Dynamic Advisor Solutions
Arizona
$8.86M 188,443 +11,684 +7%
LPL Financial
42
LPL Financial
California
$8.83M 187,776 +4,843 +3%
PCM
43
Peirce Capital Management
Texas
$7.75M 164,774 +31,590 +24%
Bank of America
44
Bank of America
North Carolina
$7.69M 163,559 -131,879 -45%
BWA
45
BCU Wealth Advisors
Illinois
$7.67M 162,954 +28,300 +21%
Betterment LLC
46
Betterment LLC
New York
$7.55M 160,389 +82,857 +107%
CWP
47
Concord Wealth Partners
Virginia
$7.53M 160,161 +7,515 +5%
TIM
48
Tortoise Investment Management
New York
$7.31M 155,450 +37,294 +32%
CIAS
49
CFS Investment Advisory Services
New Jersey
$7.23M 153,744 -6,397 -4%
Corient Private Wealth
50
Corient Private Wealth
Florida
$6.9M 146,756 +3,346 +2%