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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 %
BC
101
Burney Company
Virginia
$5.9M -$1.14M -24,344 -16%
Truist Financial
102
Truist Financial
North Carolina
$5.83M +$453K +9,658 +8%
VBA
103
von Borstel & Associates
Oregon
$5.81M +$2.03M +43,404 +54%
VPF
104
Vantage Point Financial
Illinois
$5.5M +$5.5M +117,324 New
FF
105
Friday Financial
Iowa
$5.36M +$5.36M +114,258 New
PCM
106
Passive Capital Management
Maryland
$5.32M +$1.42M +30,184 +36%
WAG
107
Wheelhouse Advisory Group
Missouri
$5.27M +$3.06M +65,243 +139%
CSB
108
City State Bank
Iowa
$5.16M +$2.92M +62,348 +131%
PF
109
Parker Financial
Washington
$5.1M +$1.21M +26,259 +31%
LWM
110
Lakeridge Wealth Management
Ohio
$4.97M +$1.75M +37,321 +54%
CM
111
Cornerstone Management
Georgia
$4.95M +$4.95M +105,507 New
DI
112
Disciplined Investments
Oklahoma
$4.93M +$590K +12,591 +14%
BWG
113
Beta Wealth Group
California
$4.67M +$384K +8,186 +9%
FFA
114
Farther Finance Advisors
California
$4.67M +$1.98M +42,275 +74%
SIMC
115
Squire Investment Management Company
Utah
$4.52M +$1.01M +21,441 +29%
DWM
116
Diversify Wealth Management
Utah
$4.16M -$108K -2,314 -3%
BMWS
117
Brady Martz Wealth Solutions
North Dakota
$4.13M +$4.13M +88,288 New
BWA
118
Babb Wealth Advisors
Arizona
$4M +$4M +85,430 New
CW
119
CreativeOne Wealth
Kansas
$3.97M +$758K +16,162 +24%
PAG
120
Private Advisor Group
New Jersey
$3.93M +$72.5K +1,546 +2%
GLLW
121
Graves Light Lenhart Wealth
Virginia
$3.92M +$176K +3,756 +5%
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$3.71M -$57.6K -1,229 -2%
PWM
123
Parkshore Wealth Management
California
$3.62M +$3.62M +77,217 New
SFP
124
SwitchPoint Financial Planning
Utah
$3.6M +$3.6M +76,825 New
PWM
125
Parkworth Wealth Management
California
$3.56M +$3.56M +75,929 New