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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 %
FFA
101
Farther Finance Advisors
California
$2M 42,457 +14,522 +52%
AWMNH
102
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.97M 41,618 +2,393 +6%
FWM
103
FMB Wealth Management
California
$1.96M 41,623 +18,562 +80%
PA
104
PFG Advisors
Arizona
$1.95M 41,349 -56 -0.1%
LNC
105
Lincoln National Corp
Pennsylvania
$1.94M 41,290 +1,247 +3%
MWP
106
Meredith Wealth Planning
Illinois
$1.93M 41,117 +8,020 +24%
OPS
107
Orion Portfolio Solutions
Nebraska
$1.93M 40,977 -20,291 -33%
BCI
108
Brinker Capital Investments
Pennsylvania
$1.93M 40,977 -20,291 -33%
SPI
109
Sutton Place Investors
New York
$1.83M 38,932 +10,803 +38%
DI
110
Disciplined Investments
Oklahoma
$1.73M 36,828 +7,668 +26%
PF
111
Parker Financial
Washington
$1.71M 36,409 +11,504 +46%
BA
112
Bridge Advisory
California
$1.65M 35,097 -5,226 -13%
Citadel Advisors
113
Citadel Advisors
Florida
$1.62M 34,439 +34,439 New
AC
114
Applied Capital
Arkansas
$1.6M 33,972 -1,642 -5%
SIMC
115
Squire Investment Management Company
Utah
$1.57M 33,457 +19,198 +135%
PCM
116
Passive Capital Management
Maryland
$1.56M 33,169 +17,016 +105%
FG
117
Foster Group
Iowa
$1.54M 32,818 +55 +0.2%
FTUS
118
Flow Traders U.S.
New York
$1.54M 32,659 +32,659 New
SIC
119
Samalin Investment Counsel
New York
$1.44M 30,674 -7,183 -19%
Pathstone Holdings
120
Pathstone Holdings
New Jersey
$1.42M 30,108 +2,705 +10%
SIAG
121
Safeguard Investment Advisory Group
California
$1.41M 29,968 +2,695 +10%
SPA
122
Shore Point Advisors
New Jersey
$1.36M 29,000 +2,602 +10%
FOA
123
Five Oceans Advisors
California
$1.35M 28,795 +7 +0%
TAM
124
TCP Asset Management
Ohio
$1.33M 28,295 +2,346 +9%
PWM
125
PBMares Wealth Management
Virginia
$1.25M 26,614 +5,950 +29%