DFSD icon

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 %
THL
51
Tillman Hartley LLC
Colorado
$6.77M 143,825 +423 +0.3%
WCA
52
Waypoint Capital Advisors
Minnesota
$6.73M 143,057 -1,806 -1%
Renaissance Technologies
53
Renaissance Technologies
New York
$6.34M 134,679 +54,979 +69%
NA
54
NewEdge Advisors
Louisiana
$6.22M 132,285 +15,293 +13%
SHFA
55
SC&H Financial Advisors
Maryland
$6.22M 132,211 +9,511 +8%
KA
56
Kooman & Associates
Pennsylvania
$6.01M 127,813 +3,346 +3%
FWS
57
FinDec Wealth Services
California
$5.7M 121,176 -3,362 -3%
WWWM
58
White Wing Wealth Management
Texas
$5.65M 120,332 +10,007 +9%
HIG
59
Heritage Investment Group
Florida
$5.47M 116,283 +5,870 +5%
GLLW
60
Graves Light Lenhart Wealth
Virginia
$5.31M 112,820 -1,140 -1%
AF
61
Allworth Financial
California
$5.14M 109,206 -2,283 -2%
PWMG
62
Pioneer Wealth Management Group
Texas
$5.12M 108,820 +108,820 New
PFA
63
Pure Financial Advisors
California
$4.93M 104,908 +958 +0.9%
FWP
64
Family Wealth Partners
North Carolina
$4.86M 103,388 +40,767 +65%
AC
65
AWM Capital
Arizona
$4.86M 103,215 +5,829 +6%
CPIG
66
Chicago Partners Investment Group
Illinois
$4.69M 100,193 +17,688 +21%
BHWM
67
Bay Harbor Wealth Management
Maryland
$4.64M 98,667 +13,057 +15%
SPWM
68
Straight Path Wealth Management
Michigan
$4.57M 97,076 +11,625 +14%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$4.51M 95,854 +11,882 +14%
CAM
70
CPA Asset Management
Florida
$4.47M 95,108 +13,843 +17%
FW
71
FirstPurpose Wealth
Utah
$4.44M 94,773 +8,775 +10%
GCA
72
Gradient Capital Advisors
California
$4.31M 91,703 +15,849 +21%
IA
73
IFP Advisors
Florida
$4.14M 88,082 +7,591 +9%
BWG
74
Beta Wealth Group
California
$3.99M 84,819 +84,819 New
LWM
75
Lakeridge Wealth Management
Ohio
$3.37M 71,588 +4,654 +7%