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Dimensional Short-Duration Fixed Income ETF

242 hedge funds and large institutions have $1.94B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+24
Holders Change %
+11.01%
% of All Funds
3.52%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.45%
New
36
Increased
154
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFP
26
Root Financial Partners
California
$17.8M +$5.59M +118,930 +46%
RWM
27
Rockwood Wealth Management
Pennsylvania
$17.5M +$1.6M +33,960 +10%
RWM
28
Ruedi Wealth Management
Illinois
$17.2M +$6.13M +130,358 +55%
VWA
29
Valued Wealth Advisors
Utah
$16.4M +$1.03M +21,870 +7%
GOCP
30
Great Oak Capital Partners
Massachusetts
$16.2M +$4.54M +95,643 +39%
WA
31
Waverly Advisors
Alabama
$15.8M -$2.24M -47,697 -12%
LFGO
32
Legacy Financial Group (Oklahoma)
Oklahoma
$15.7M +$757K +16,110 +5%
SIC
33
SJS Investment Consulting
Ohio
$15M +$1.09M +23,134 +8%
OFA
34
Onyx Financial Advisors
Idaho
$14.4M +$1.14M +24,308 +9%
KSWWM
35
Keyes Stange & Wooten Wealth Management
Florida
$13.1M +$3.95M +84,102 +43%
SRCM
36
Signature Resources Capital Management
California
$12.7M +$1.92M +40,876 +18%
C1AG
37
Client 1st Advisory Group
Florida
$12.5M +$2.06M +43,737 +20%
BC
38
Burney Company
Virginia
$12.2M -$6.46M -137,431 -35%
RFP
39
RCS Financial Planning
Maryland
$12.2M +$763K +16,227 +7%
AFGAS
40
Allegiance Financial Group Advisory Services
Virginia
$12.2M +$2.01M +42,845 +20%
Bank of America
41
Bank of America
North Carolina
$11.9M +$4.25M +90,411 +55%
VAS
42
Vestmark Advisory Solutions
Massachusetts
$10.7M -$63K -1,340 -0.6%
OA
43
Oceanside Advisors
South Carolina
$10.5M +$755K +16,070 +8%
IWC
44
Integrated Wealth Concepts
Massachusetts
$10.4M +$7.9M +168,135 +316%
TIM
45
Tortoise Investment Management
New York
$10.4M +$3.05M +64,788 +42%
DAS
46
Dynamic Advisor Solutions
Arizona
$10.3M +$1.45M +30,788 +16%
Renaissance Technologies
47
Renaissance Technologies
New York
$10M +$3.71M +78,838 +59%
LPL Financial
48
LPL Financial
California
$9.4M +$574K +12,222 +7%
Betterment LLC
49
Betterment LLC
New York
$9M +$1.47M +31,194 +19%
BWA
50
BCU Wealth Advisors
Illinois
$8.93M +$1.28M +27,146 +17%