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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.

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 %
PCM
51
Peirce Capital Management
Texas
$8.38M +$637K +13,548 +8%
FWS
52
FinDec Wealth Services
California
$8.14M +$2.45M +52,051 +43%
JTWM
53
Jackson Thornton Wealth Management
Alabama
$8.04M +$7.39M +157,266 +1,133%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$7.89M +$3.38M +71,940 +75%
CWP
55
Concord Wealth Partners
Virginia
$7.84M +$313K +6,659 +4%
CIAS
56
CFS Investment Advisory Services
New Jersey
$7.4M +$170K +3,613 +2%
SHFA
57
SC&H Financial Advisors
Maryland
$7.07M +$851K +18,112 +14%
Corient Private Wealth
58
Corient Private Wealth
Florida
$6.83M -$64K -1,361 -0.9%
PFA
59
Pure Financial Advisors
California
$6.77M +$1.84M +39,162 +37%
THL
60
Tillman Hartley LLC
Colorado
$6.47M -$290K -6,176 -4%
NA
61
NewEdge Advisors
Louisiana
$6.4M +$182K +3,880 +3%
AF
62
Allworth Financial
California
$6.39M +$1.24M +26,333 +24%
KA
63
Kooman & Associates
Pennsylvania
$6.04M +$30.2K +642 +0.5%
WCA
64
Waypoint Capital Advisors
Minnesota
$5.94M -$779K -16,581 -12%
CPIG
65
Chicago Partners Investment Group
Illinois
$5.82M +$1.09M +23,137 +23%
HIG
66
Heritage Investment Group
Florida
$5.77M +$300K +6,376 +5%
AC
67
AWM Capital
Arizona
$5.74M +$886K +18,856 +18%
WWWM
68
White Wing Wealth Management
Texas
$5.72M +$69.2K +1,473 +1%
BHWM
69
Bay Harbor Wealth Management
Maryland
$5.72M +$1.09M +23,123 +23%
GCA
70
Gradient Capital Advisors
California
$5.6M +$1.29M +27,512 +30%
FWP
71
Family Wealth Partners
North Carolina
$5.56M +$704K +14,988 +14%
GLLW
72
Graves Light Lenhart Wealth
Virginia
$5.31M +$6.77K +144 +0.1%
HWM
73
Hemington Wealth Management
Virginia
$5.19M +$2.49M +52,935 +92%
CAM
74
CPA Asset Management
Florida
$5.19M +$715K +15,215 +16%
SPWM
75
Straight Path Wealth Management
Michigan
$5.16M +$602K +12,805 +13%