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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.

New
Increased
Maintained
Reduced
Closed
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 %
CW
101
CreativeOne Wealth
Kansas
$3.27M +$2.93M +61,432 +863%
EP
102
Essential Planning
New Hampshire
$3.2M +$432K +9,058 +16%
Osaic Holdings
103
Osaic Holdings
Arizona
$3.19M +$717K +15,011 +29%
AWM
104
Apollon Wealth Management
South Carolina
$3.09M +$12.6K +264 +0.4%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$3.07M +$368K +7,700 +14%
SAG
106
SageView Advisory Group
California
$2.94M +$2.94M +61,630 New
AWA
107
Acorn Wealth Advisors
Michigan
$2.94M -$117K -2,444 -4%
FFA
108
Farther Finance Advisors
California
$2.73M -$188K -3,948 -6%
BA
109
Bridge Advisory
California
$2.7M +$76.7K +1,607 +3%
BPA
110
Beacon Pointe Advisors
California
$2.69M +$180K +3,768 +7%
VWWMG
111
Vermillion & White Wealth Management Group
Pennsylvania
$2.64M +$20.9K +437 +0.8%
MCA
112
Maryland Capital Advisors
Maryland
$2.57M -$44K -922 -2%
MML Investors Services
113
MML Investors Services
Massachusetts
$2.5M +$291K +6,102 +13%
OPS
114
Orion Portfolio Solutions
Nebraska
$2.43M -$113K -2,365 -4%
BCI
115
Brinker Capital Investments
Pennsylvania
$2.43M -$113K -2,365 -4%
S4W
116
Solutions 4 Wealth
Texas
$2.36M +$2.36M +49,336 New
FWM
117
FMB Wealth Management
California
$2.31M -$59.2K -1,239 -2%
MWP
118
Meredith Wealth Planning
Illinois
$2.3M -$317K -6,642 -12%
CSB
119
City State Bank
Iowa
$2.27M +$1.02M +21,331 +81%
WAG
120
Wheelhouse Advisory Group
Missouri
$2.25M +$2.25M +47,075 New
DWA
121
Delap Wealth Advisory
Oregon
$2.24M -$615K -12,872 -22%
HKIMG
122
Hutchens & Kramer Investment Management Group
Indiana
$2.21M -$369K -7,723 -14%
SFS
123
Sowell Financial Services
Arkansas
$2.21M +$2.21M +46,313 New
KAS
124
Kestra Advisory Services
Texas
$2.14M +$646K +13,526 +43%
AWMNH
125
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.09M +$104K +2,171 +5%