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Dimensional Short-Duration Fixed Income ETF
DFSD

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
PCI
Planning Center Inc
Illinois
$92.7M
2
AssetMark Inc
AssetMark Inc
California
$64M
3
AFG
Altiora Financial Group
Ohio
$25M
4
BSW
Buckingham Strategic Wealth
Missouri
$97.6M
5
OIA
OneDigital Investment Advisors
Kansas
$102M

Top Sellers

1
Jane Street
Jane Street
New York
$19.8M
2
BC
Burney Company
Virginia
$12.2M
3
SAG
SageView Advisory Group
California
$2.77M
4
OMC
Old Mission Capital
Illinois
$556K
5
WA
Waverly Advisors
Alabama
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
126
Great Valley Advisor Group
Delaware
$1.5M +$1.11M +23,582 +280%
AIS
127
American Investment Services
Massachusetts
$1.5M +$363K +7,713 +32%
KAS
128
Kestra Advisory Services
Texas
$1.47M +$413K +8,797 +39%
SIAG
129
Safeguard Investment Advisory Group
California
$1.45M +$45.7K +972 +3%
SIC
130
Samalin Investment Counsel
New York
$1.45M +$7.52K +160 +0.5%
Pathstone Holdings
131
Pathstone Holdings
New Jersey
$1.43M +$11.6K +247 +0.8%
Citadel Advisors
132
Citadel Advisors
Florida
$1.41M -$205K -4,357 -13%
TAM
133
TCP Asset Management
Ohio
$1.37M +$35.8K +761 +3%
DWM
134
Dopkins Wealth Management
New York
$1.34M +$788K +16,768 +143%
CA
135
Claris Advisors
Missouri
$1.3M +$613K +13,045 +89%
MFC
136
Morris Financial Concepts
South Carolina
$1.29M +$97.4K +2,073 +8%
QHA
137
Quarry Hill Advisors
Minnesota
$1.29M +$182K +3,880 +17%
FOA
138
Five Oceans Advisors
California
$1.28M -$70.5K -1,501 -5%
PWM
139
PBMares Wealth Management
Virginia
$1.27M +$14.5K +308 +1%
CSB
140
City State Bank
Iowa
$1.24M +$1M +21,285 +426%
SIS
141
Strategic Investment Solutions
Illinois
$1.19M +$1.19M +25,173 New
BAM
142
BOS Asset Management
Illinois
$1.18M -$65.6K -1,396 -5%
SW
143
Simplicity Wealth
New Jersey
$1.18M +$120K +2,557 +11%
EWA
144
EverSource Wealth Advisors
Alabama
$1.16M -$40.9K -864 -3%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$1.16M +$206K +4,389 +22%
AFS
146
Annapolis Financial Services
Maryland
$1.15M -$63.2K -1,345 -5%
AQR Capital Management
147
AQR Capital Management
Connecticut
$1.13M +$1.13M +23,964 New
NFP
148
Narus Financial Partners
Utah
$1.12M +$190K +4,038 +20%
IFA
149
Index Fund Advisors
California
$1.11M +$65.4K +1,392 +6%
SWM
150
Sterling Wealth Management
Illinois
$1.1M +$1.1M +23,354 New
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