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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 %
APC
126
Aspire Private Capital
North Carolina
$2.06M +$1.21M +25,374 +143%
SIS
127
Strategic Investment Solutions
Illinois
$1.92M +$717K +15,015 +60%
SPI
128
Sutton Place Investors
New York
$1.92M +$88.8K +1,861 +5%
CA
129
Claris Advisors
Missouri
$1.73M +$413K +8,646 +31%
NFP
130
Narus Financial Partners
Utah
$1.69M +$554K +11,609 +49%
PA
131
PFG Advisors
Arizona
$1.67M -$6.88K -144 -0.4%
SPA
132
Shore Point Advisors
New Jersey
$1.62M +$17.7K +371 +1%
TAM
133
TCP Asset Management
Ohio
$1.57M +$182K +3,814 +13%
FG
134
Foster Group
Iowa
$1.56M
GVAG
135
Great Valley Advisor Group
Delaware
$1.53M +$6.73K +141 +0.4%
SIC
136
Samalin Investment Counsel
New York
$1.53M +$56.7K +1,188 +4%
AC
137
Applied Capital
Arkansas
$1.5M -$62K -1,299 -4%
BAM
138
BOS Asset Management
Illinois
$1.49M +$284K +5,954 +24%
EA
139
Eclectic Associates
California
$1.45M +$744K +15,594 +105%
Pathstone Holdings
140
Pathstone Holdings
New Jersey
$1.45M
OMC
141
Old Mission Capital
Illinois
$1.44M +$873K +18,289 +155%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$1.39M +$221K +4,630 +19%
MFC
143
Morris Financial Concepts
South Carolina
$1.37M +$55.2K +1,156 +4%
AQR Capital Management
144
AQR Capital Management
Connecticut
$1.36M +$212K +4,433 +18%
SIAG
145
Safeguard Investment Advisory Group
California
$1.34M -$141K -2,948 -10%
FOA
146
Five Oceans Advisors
California
$1.3M
EWA
147
EverSource Wealth Advisors
Alabama
$1.28M +$107K +2,243 +9%
PWM
148
PBMares Wealth Management
Virginia
$1.25M -$38.2K -800 -3%
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$1.24M -$755K -15,800 -38%
SW
150
Simplicity Wealth
New Jersey
$1.19M -$2.67K -56 -0.2%