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Dimensional Short-Duration Fixed Income ETF

249 hedge funds and large institutions have $2.3B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 137 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
249
Holders Change
+7
Holders Change %
+2.89%
% of All Funds
3.6%
Holding in Top 10
41
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+32.26%
% of All Funds
0.59%
New
28
Increased
137
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIG
76
Heritage Investment Group
Florida
$6.27M +$415K +8,697 +7%
KA
77
Kooman & Associates
Pennsylvania
$6.06M -$70.5K -1,476 -1%
CPIG
78
Chicago Partners Investment Group
Illinois
$6.04M +$206K +4,351 +4%
AF
79
Allworth Financial
California
$5.89M -$581K -12,178 -9%
WWWM
80
White Wing Wealth Management
Texas
$5.86M +$48.8K +1,023 +0.8%
FWP
81
Family Wealth Partners
North Carolina
$5.6M -$54.9K -1,151 -1%
SRWM
82
Shira Ridge Wealth Management
California
$5.55M +$3.22M +67,525 +139%
AC
83
AWM Capital
Arizona
$5.49M -$334K -6,988 -6%
Truist Financial
84
Truist Financial
North Carolina
$5.47M +$1.29M +27,020 +31%
PHWM
85
Pine Harbor Wealth Management
Maryland
$5.38M +$2.45M +51,337 +84%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$5.01M +$826K +17,307 +20%
DI
87
Disciplined Investments
Oklahoma
$4.42M +$2.02M +42,251 +84%
BWG
88
Beta Wealth Group
California
$4.36M -$128K -2,686 -3%
DWM
89
Diversify Wealth Management
Utah
$4.32M -$510K -10,782 -11%
PF
90
Parker Financial
Washington
$4M +$1.38M +29,015 +53%
PCM
91
Passive Capital Management
Maryland
$3.98M +$1.01M +21,071 +34%
PAG
92
Private Advisor Group
New Jersey
$3.93M +$980K +20,522 +33%
PWMG
93
Pioneer Wealth Management Group
Texas
$3.87M -$1.19M -24,945 -24%
VBA
94
von Borstel & Associates
Oregon
$3.85M +$3.85M +80,593 New
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$3.84M +$43.7K +915 +1%
LAM
96
LifePro Asset Management
California
$3.83M +$696K +14,573 +22%
GLLW
97
Graves Light Lenhart Wealth
Virginia
$3.82M -$1.58M -33,014 -29%
SIMC
98
Squire Investment Management Company
Utah
$3.58M +$925K +19,380 +35%
HNWA
99
Henrickson Nauta Wealth Advisors
Michigan
$3.4M -$37.6K -788 -1%
LWM
100
Lakeridge Wealth Management
Ohio
$3.28M -$106K -2,220 -3%