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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 %
Truist Financial
76
Truist Financial
North Carolina
$3.33M 70,771 +13,770 +24%
SPIA
77
Steward Partners Investment Advisory
New York
$3.32M 70,570 +35,324 +100%
HNWA
78
Henrickson Nauta Wealth Advisors
Michigan
$3.25M 69,437 +3,563 +5%
OMC
79
Old Mission Capital
Illinois
$3.14M 66,791 +66,791 New
AWA
80
Acorn Wealth Advisors
Michigan
$3.13M 66,593 +8,668 +15%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$2.97M 63,221 -16,906 -21%
PAG
82
Private Advisor Group
New Jersey
$2.88M 61,138 +13,177 +27%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$2.79M 59,213 +6,846 +13%
SAG
84
SageView Advisory Group
California
$2.76M 58,735 +58,735 New
AWM
85
Apollon Wealth Management
South Carolina
$2.75M 58,477 +12,977 +29%
HWM
86
Hemington Wealth Management
Virginia
$2.71M 57,577 +57,577 New
NWM
87
Northwest Wealth Management
Iowa
$2.61M 55,463 +44,712 +416%
LAM
88
LifePro Asset Management
California
$2.59M 54,996 +54,996 New
VWWMG
89
Vermillion & White Wealth Management Group
Pennsylvania
$2.58M 54,791 +1,519 +3%
MCA
90
Maryland Capital Advisors
Maryland
$2.58M 54,785 -2 -0%
IWC
91
Integrated Wealth Concepts
Massachusetts
$2.51M 53,284 +9,316 +21%
EP
92
Essential Planning
New Hampshire
$2.5M 53,193
BPA
93
Beacon Pointe Advisors
California
$2.46M 52,293 +1,426 +3%
HKIMG
94
Hutchens & Kramer Investment Management Group
Indiana
$2.41M 51,334 -805 -2%
PHWM
95
Pine Harbor Wealth Management
Maryland
$2.37M 50,379 +21,113 +72%
PCI
96
Planning Center Inc
Illinois
$2.29M 48,776
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
$2.23M 47,451 -32 -0.1%
SRWM
98
Shira Ridge Wealth Management
California
$2.19M 46,508 -2,833 -6%
MML Investors Services
99
MML Investors Services
Massachusetts
$2.09M 44,332 +32,816 +285%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$2.03M 43,055 +5,481 +15%