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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.

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 %
CW
26
Curio Wealth
Maryland
$25.7M +$25.7M +548,616 New
SWA
27
Sterling Wealth Advisors
Florida
$23.8M +$23.8M +508,557 New
HFA
28
Hippocratic Financial Advisors
California
$22.8M +$22.8M +487,246 New
GFA
29
Grunden Financial Advisory
Texas
$22.8M +$1.32M +28,073 +6%
RA
30
RFG Advisory
Alabama
$22.4M +$1.25M +26,638 +6%
KSWWM
31
Keyes Stange & Wooten Wealth Management
Florida
$22M +$2.2M +46,964 +11%
GOCP
32
Great Oak Capital Partners
Massachusetts
$20.9M +$3.84M +82,206 +22%
PAS
33
Park Avenue Securities
New York
$20.6M +$446K +9,522 +2%
SWA
34
Sax Wealth Advisors
New Jersey
$20.1M -$5.57M -118,780 -22%
VWA
35
Valued Wealth Advisors
Utah
$19.3M +$2.49M +53,185 +15%
ME
36
McIlrath & Eck
Washington
$19.2M +$8.19M +174,739 +74%
Bank of America
37
Bank of America
North Carolina
$18.7M +$3.66M +78,021 +24%
JTWM
38
Jackson Thornton Wealth Management
Alabama
$17.9M +$2.76M +58,771 +18%
LFGO
39
Legacy Financial Group (Oklahoma)
Oklahoma
$17.7M +$1.08M +22,992 +6%
VP
40
Verisail Partners
Georgia
$17M +$17M +361,752 New
DWM
41
David Wealth Management
Virginia
$16.5M +$16.5M +352,505 New
SIC
42
SJS Investment Consulting
Ohio
$16.4M +$1.06M +22,522 +7%
OFA
43
Onyx Financial Advisors
Idaho
$15.4M +$345K +7,364 +2%
AFGAS
44
Allegiance Financial Group Advisory Services
Virginia
$14.7M +$1.59M +33,837 +12%
VF
45
Vestment Financial
Minnesota
$14.6M +$14.6M +312,418 New
SRCM
46
Signature Resources Capital Management
California
$14.5M +$1.61M +34,291 +12%
WA
47
Waverly Advisors
Alabama
$14.4M -$672K -14,325 -4%
IA
48
IFP Advisors
Florida
$14M +$6.45M +137,672 +86%
SF
49
SageOak Financial
Oklahoma
$13.9M +$13.9M +296,521 New
IWC
50
Integrated Wealth Concepts
Massachusetts
$13.7M +$3.18M +67,798 +30%