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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 %
MWP
101
Meredith Wealth Planning
Illinois
$2.58M +$648K +13,787 +34%
BA
102
Bridge Advisory
California
$2.58M +$929K +19,766 +56%
VWWMG
103
Vermillion & White Wealth Management Group
Pennsylvania
$2.58M +$2.02K +43 +0.1%
MCA
104
Maryland Capital Advisors
Maryland
$2.57M
PF
105
Parker Financial
Washington
$2.56M +$866K +18,564 +51%
HKIMG
106
Hutchens & Kramer Investment Management Group
Indiana
$2.54M +$127K +2,692 +5%
ME
107
McIlrath & Eck
Washington
$2.51M +$2.51M +53,399 New
OPS
108
Orion Portfolio Solutions
Nebraska
$2.5M +$576K +12,252 +30%
BCI
109
Brinker Capital Investments
Pennsylvania
$2.5M +$576K +12,252 +30%
BPA
110
Beacon Pointe Advisors
California
$2.47M +$12.2K +259 +0.5%
Osaic Holdings
111
Osaic Holdings
Arizona
$2.43M +$1.93M +41,121 +385%
DI
112
Disciplined Investments
Oklahoma
$2.37M +$636K +13,533 +37%
FWM
113
FMB Wealth Management
California
$2.33M +$374K +7,947 +19%
SRWM
114
Shira Ridge Wealth Management
California
$2.29M +$104K +2,218 +5%
JPMorgan Chase & Co
115
JPMorgan Chase & Co
New York
$2.25M +$1.27M +26,948 +129%
MML Investors Services
116
MML Investors Services
Massachusetts
$2.17M +$88.5K +1,883 +4%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$2.15M +$2.12M +45,115 +7,819%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$1.96M -$1.01M -21,521 -34%
AWMNH
119
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.96M -$141 -3 -0%
DPI
120
Diversified Portfolios Inc
Michigan
$1.83M +$1.83M +38,932 New
SPI
121
Sutton Place Investors
New York
$1.8M -$31.3K -667 -2%
PA
122
PFG Advisors
Arizona
$1.65M -$295K -6,275 -15%
SPA
123
Shore Point Advisors
New Jersey
$1.57M +$212K +4,508 +16%
FG
124
Foster Group
Iowa
$1.54M -$4.94K -105 -0.3%
AC
125
Applied Capital
Arkansas
$1.53M -$62.1K -1,321 -4%