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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 %
HNWA
126
Henrickson Nauta Wealth Advisors
Michigan
$3.44M +$100K +2,133 +3%
FWM
127
FMB Wealth Management
California
$3.4M +$1.14M +24,227 +50%
RWM
128
Rockwood Wealth Management
Pennsylvania
$3.38M -$16M -340,618 -83%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$3.36M +$341K +7,272 +11%
BOC
130
Blue Oak Capital
California
$3.29M +$3.29M +70,118 New
BCI
131
Brinker Capital Investments
Pennsylvania
$3.27M +$884K +18,850 +37%
OPS
132
Orion Portfolio Solutions
Nebraska
$3.27M +$884K +18,850 +37%
EA
133
Eclectic Associates
California
$3.25M +$1.83M +38,981 +128%
Osaic Holdings
134
Osaic Holdings
Arizona
$3.22M +$87.4K +1,865 +3%
FWMP
135
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.22M +$3.22M +68,631 New
KFGG
136
Keystone Financial Group (Georgia)
Georgia
$3.19M +$3.19M +67,977 New
DWA
137
Delap Wealth Advisory
Oregon
$3.13M +$931K +19,854 +42%
AWMNY
138
Arcadia Wealth Management (New York)
New York
$3.13M +$3.13M +66,690 New
BH
139
Burk Holdings
Oklahoma
$2.97M +$2.97M +63,418 New
SAG
140
SageView Advisory Group
California
$2.95M +$56.9K +1,213 +2%
BPA
141
Beacon Pointe Advisors
California
$2.93M +$292K +6,220 +11%
AWM
142
Apollon Wealth Management
South Carolina
$2.88M -$150K -3,205 -5%
MML Investors Services
143
MML Investors Services
Massachusetts
$2.79M +$336K +7,171 +14%
VWWMG
144
Vermillion & White Wealth Management Group
Pennsylvania
$2.76M +$166K +3,543 +6%
AWA
145
Acorn Wealth Advisors
Michigan
$2.65M -$242K -5,157 -8%
FOA
146
Five Oceans Advisors
California
$2.63M +$1.35M +28,874 +106%
PFA
147
Pillar Financial Advisors
Kentucky
$2.62M +$2.62M +55,894 New
MWP
148
Meredith Wealth Planning
Illinois
$2.62M +$353K +7,523 +16%
MCA
149
Maryland Capital Advisors
Maryland
$2.52M -$984 -21 -0%
AIM
150
Archer Investment Management
Texas
$2.47M +$2.47M +52,715 New