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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 %
AWM
151
Axxcess Wealth Management
California
$652K 13,852 +3,239 +31%
SIG
152
Spinnaker Investment Group
California
$603K 12,818 +497 +4%
RCAG
153
Rehmann Capital Advisory Group
Michigan
$590K 12,551 +3,478 +38%
EA
154
Eclectic Associates
California
$578K 12,296 +1,871 +18%
GJIA
155
Glass Jacobson Investment Advisors
Maryland
$571K 12,136 +1,123 +10%
BWM
156
Blossom Wealth Management
California
$571K 12,134 +284 +2%
DWM
157
Dopkins Wealth Management
New York
$551K 11,716 +11,716 New
HWM
158
HFG Wealth Management
Texas
$536K 11,385 -18,071 -61%
DWM
159
Drive Wealth Management
Utah
$533K 11,325
MWM
160
Modera Wealth Management
New Jersey
$533K 11,321
AAM
161
Austin Asset Management
Texas
$521K 11,080 +980 +10%
GWA
162
Geometric Wealth Advisors
District of Columbia
$511K 10,873 +2,241 +26%
Osaic Holdings
163
Osaic Holdings
Arizona
$502K 10,668 -33,295 -76%
BCA
164
Bay Colony Advisors
Massachusetts
$501K 10,648 +917 +9%
HIC
165
Hartline Investment Corp
Illinois
$501K 10,648 +10,648 New
BIA
166
Barry Investment Advisors
Massachusetts
$488K 10,370 +10,370 New
CAN
167
Cetera Advisor Networks
California
$461K 9,805 +2,329 +31%
WP
168
WMS Partners
Maryland
$450K 9,561 -1,012 -10%
LG
169
LAM Group
Oregon
$448K 9,515 -5 -0.1%
CC
170
Copperleaf Capital
North Carolina
$444K 9,448 -6,583 -41%
SC
171
Shearwater Capital
Colorado
$403K 8,570
CFO
172
Collective Family Office
Pennsylvania
$402K 8,546 -5,304 -38%
GVAG
173
Great Valley Advisor Group
Delaware
$396K 8,427
VFP
174
Verus Financial Partners
Virginia
$359K 7,630 +10 +0.1%
SWM
175
Spire Wealth Management
Virginia
$350K 7,442 +414 +6%