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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 %
BAM
126
BOS Asset Management
Illinois
$1.25M 26,573 +16,587 +166%
DWA
127
Delap Wealth Advisory
Oregon
$1.24M 26,264 +14,403 +121%
AFS
128
Annapolis Financial Services
Maryland
$1.21M 25,707 -203,208 -89%
MFC
129
Morris Financial Concepts
South Carolina
$1.2M 25,430 +1,310 +5%
EWA
130
EverSource Wealth Advisors
Alabama
$1.19M 25,452 -12,981 -34%
SAM
131
Smartleaf Asset Management
Massachusetts
$1.14M 24,238 +24,238 New
AIS
132
American Investment Services
Massachusetts
$1.14M 24,197 +6,183 +34%
QHA
133
Quarry Hill Advisors
Minnesota
$1.1M 23,470 +590 +3%
KAS
134
Kestra Advisory Services
Texas
$1.06M 22,534 +4,088 +22%
SW
135
Simplicity Wealth
New Jersey
$1.06M 22,484 +22,484 New
IFA
136
Index Fund Advisors
California
$1.04M 22,132 +86 +0.4%
JPMorgan Chase & Co
137
JPMorgan Chase & Co
New York
$986K 20,961 +7,027 +50%
PWIA
138
Porter White Investment Advisors
Alabama
$961K 20,432 +9,688 +90%
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$950K 20,192 +13,569 +205%
NFP
140
Narus Financial Partners
Utah
$929K 19,759 +12,829 +185%
EWA
141
Elevate Wealth Advisory
Georgia
$917K 19,486 -1,399 -7%
UWM
142
USAdvisors Wealth Management
Minnesota
$866K 18,409 +6,316 +52%
FFWA
143
Forthright Family Wealth Advisory
Texas
$819K 17,410 +2,639 +18%
RJFSA
144
Raymond James Financial Services Advisors
Florida
$805K 17,109 +6,131 +56%
CW
145
CreativeOne Wealth
Kansas
$748K 15,897 +15,897 New
CA
146
Claris Advisors
Missouri
$686K 14,581 +6,339 +77%
NL
147
NWAM LLC
Washington
$657K 13,989 +401 +3%
AWS
148
Atria Wealth Solutions
New York
$656K 13,938 -531 -4%
JTWM
149
Jackson Thornton Wealth Management
Alabama
$653K 13,878 +8,928 +180%
FWP
150
Firethorn Wealth Partners
Georgia
$652K 13,858 -2,186 -14%