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Dimensional Short-Duration Fixed Income ETF

322 hedge funds and large institutions have $3.1B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 173 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+73
Holders Change %
+29.32%
% of All Funds
4.29%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
0.88%
New
86
Increased
173
Reduced
47
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFP
76
RCS Financial Planning
Maryland
$8.54M -$3.72M -79,259 -30%
SRWM
77
Shira Ridge Wealth Management
California
$8.47M +$3.02M +64,454 +55%
FWS
78
FinDec Wealth Services
California
$8.11M -$600K -12,794 -7%
TIAM2
79
Tru Independence Asset Management 2
Oregon
$8.06M -$2.12M -45,200 -21%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$7.98M +$6.77M +144,327 +557%
BHWM
81
Bay Harbor Wealth Management
Maryland
$7.97M +$933K +19,892 +13%
SPIA
82
Steward Partners Investment Advisory
New York
$7.96M +$1.51M +32,138 +23%
SIM
83
Studio Investment Management
Illinois
$7.9M +$7.9M +168,454 New
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$7.81M +$308K +6,564 +4%
CIAS
85
CFS Investment Advisory Services
New Jersey
$7.44M +$116K +2,482 +2%
CAM
86
CPA Asset Management
Florida
$7.25M +$1.07M +22,858 +17%
CWP
87
Concord Wealth Partners
Virginia
$7.21M -$93.4K -1,992 -1%
SWM
88
Sterling Wealth Management
Illinois
$7.12M +$947K +20,209 +15%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$6.93M +$2.01M +42,934 +41%
Corient Private Wealth
90
Corient Private Wealth
Florida
$6.89M +$106K +2,253 +2%
TIM
91
Tortoise Investment Management
New York
$6.8M -$2.21M -47,167 -25%
PFA
92
Pure Financial Advisors
California
$6.77M -$13.8K -295 -0.2%
AC
93
AWM Capital
Arizona
$6.76M +$1.37M +29,209 +25%
FWP
94
Family Wealth Partners
North Carolina
$6.63M +$1.13M +24,179 +21%
HIG
95
Heritage Investment Group
Florida
$6.61M +$457K +9,739 +7%
CPIG
96
Chicago Partners Investment Group
Illinois
$6.36M +$372K +7,931 +6%
AIA
97
AssuredPartners Investment Advisors
Florida
$6.31M +$6.31M +134,557 New
WWWM
98
White Wing Wealth Management
Texas
$6.28M +$518K +11,048 +9%
KA
99
Kooman & Associates
Pennsylvania
$6.12M +$169K +3,603 +3%
Citadel Advisors
100
Citadel Advisors
Florida
$5.99M +$5.99M +127,699 New