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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 %
PWMG
76
Pioneer Wealth Management Group
Texas
$4.98M -$135K -2,862 -3%
DWM
77
Diversify Wealth Management
Utah
$4.84M +$4.84M +102,106 New
IA
78
IFP Advisors
Florida
$4.62M +$478K +10,172 +12%
SPIA
79
Steward Partners Investment Advisory
New York
$4.47M +$1.15M +24,453 +35%
BWG
80
Beta Wealth Group
California
$4.42M +$434K +9,230 +11%
Truist Financial
81
Truist Financial
North Carolina
$4.12M +$791K +16,836 +24%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$4.11M +$1.33M +28,304 +48%
NWM
83
Northwest Wealth Management
Iowa
$3.97M +$1.37M +29,056 +52%
PCA
84
Prosperity Capital Advisors
Ohio
$3.85M +$3.85M +82,010 New
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$3.74M +$1.51M +32,105 +68%
HNWA
86
Henrickson Nauta Wealth Advisors
Michigan
$3.38M +$121K +2,582 +4%
LWM
87
Lakeridge Wealth Management
Ohio
$3.33M -$35.1K -747 -1%
LAM
88
LifePro Asset Management
California
$3.08M +$498K +10,606 +19%
AWM
89
Apollon Wealth Management
South Carolina
$3.03M +$279K +5,929 +10%
AWA
90
Acorn Wealth Advisors
Michigan
$3.01M -$119K -2,530 -4%
PCM
91
Passive Capital Management
Maryland
$2.92M +$1.36M +29,025 +88%
PAG
92
Private Advisor Group
New Jersey
$2.91M +$33.8K +720 +1%
PHWM
93
Pine Harbor Wealth Management
Maryland
$2.88M +$516K +10,978 +22%
FFA
94
Farther Finance Advisors
California
$2.88M +$881K +18,737 +44%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$2.87M +$2.87M +61,150 New
DWA
96
Delap Wealth Advisory
Oregon
$2.81M +$1.58M +33,528 +128%
SAG
97
SageView Advisory Group
California
$2.77M -$2.76M -58,735 Closed
EP
98
Essential Planning
New Hampshire
$2.72M +$224K +4,760 +9%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$2.66M +$636K +13,537 +31%
SIMC
100
Squire Investment Management Company
Utah
$2.61M +$1.04M +22,169 +66%