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Dimensional Short-Duration Fixed Income ETF

249 hedge funds and large institutions have $2.3B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 137 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
249
Holders Change
+7
Holders Change %
+2.89%
% of All Funds
3.6%
Holding in Top 10
41
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+32.26%
% of All Funds
0.59%
New
28
Increased
137
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
26
Park Avenue Securities
New York
$20.5M -$246K -5,158 -1%
KSWWM
27
Keyes Stange & Wooten Wealth Management
Florida
$20.2M +$6.86M +143,598 +51%
DPI
28
Diversified Portfolios Inc
Michigan
$20.1M +$18.2M +382,265 +982%
RWM
29
Rockwood Wealth Management
Pennsylvania
$19.7M +$1.92M +40,275 +11%
Renaissance Technologies
30
Renaissance Technologies
New York
$18.8M +$8.58M +179,686 +84%
GOCP
31
Great Oak Capital Partners
Massachusetts
$17.4M +$1.12M +23,543 +7%
VWA
32
Valued Wealth Advisors
Utah
$17.1M +$487K +10,204 +3%
LFGO
33
Legacy Financial Group (Oklahoma)
Oklahoma
$16.8M +$1.05M +22,187 +7%
SIC
34
SJS Investment Consulting
Ohio
$15.7M +$471K +9,871 +3%
JTWM
35
Jackson Thornton Wealth Management
Alabama
$15.4M +$7.23M +151,381 +88%
Bank of America
36
Bank of America
North Carolina
$15.3M +$3.22M +67,529 +27%
WA
37
Waverly Advisors
Alabama
$15.3M -$730K -15,298 -5%
OFA
38
Onyx Financial Advisors
Idaho
$15.3M +$686K +14,379 +5%
AFGAS
39
Allegiance Financial Group Advisory Services
Virginia
$13.3M +$964K +20,186 +8%
SRCM
40
Signature Resources Capital Management
California
$13.1M +$187K +3,922 +1%
C1AG
41
Client 1st Advisory Group
Florida
$13.1M +$355K +7,445 +3%
VAS
42
Vestmark Advisory Solutions
Massachusetts
$12.6M +$1.77M +37,173 +16%
RFP
43
RCS Financial Planning
Maryland
$12.5M +$96K +2,011 +0.8%
ODA
44
One Degree Advisors
California
$11.7M +$11.4M +239,476 +4,952%
ME
45
McIlrath & Eck
Washington
$11.3M +$8.71M +182,370 +342%
OA
46
Oceanside Advisors
South Carolina
$11M +$341K +7,136 +3%
DAS
47
Dynamic Advisor Solutions
Arizona
$11M +$558K +11,692 +5%
IWC
48
Integrated Wealth Concepts
Massachusetts
$10.7M +$151K +3,153 +1%
LPL Financial
49
LPL Financial
California
$10.4M +$883K +18,501 +9%
BWA
50
BCU Wealth Advisors
Illinois
$10.4M +$1.32M +27,583 +15%