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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 %
RJFSA
151
Raymond James Financial Services Advisors
Florida
$980K +$175K +3,732 +22%
EWA
152
Elevate Wealth Advisory
Georgia
$970K +$54.4K +1,158 +6%
UWM
153
USAdvisors Wealth Management
Minnesota
$923K +$58.6K +1,247 +7%
EFG
154
Ethos Financial Group
Pennsylvania
$908K +$908K +19,326 New
SAM
155
Smartleaf Asset Management
Massachusetts
$863K -$277K -5,884 -24%
AWS
156
Atria Wealth Solutions
New York
$850K +$195K +4,148 +30%
APC
157
Aspire Private Capital
North Carolina
$835K +$575K +12,240 +222%
FTUS
158
Flow Traders U.S.
New York
$830K -$706K -15,008 -46%
FFWA
159
Forthright Family Wealth Advisory
Texas
$818K – – –
BIA
160
Barry Investment Advisors
Massachusetts
$776K +$288K +6,132 +59%
PWIA
161
Porter White Investment Advisors
Alabama
$749K -$212K -4,502 -22%
FWP
162
Firethorn Wealth Partners
Georgia
$730K +$79.1K +1,683 +12%
I
163
INVST
Indiana
$720K +$720K +15,314 New
MA
164
Mutual Advisors
Nebraska
$716K +$716K +15,160 New
EA
165
Eclectic Associates
California
$696K +$118K +2,504 +20%
VPWA
166
Vestia Personal Wealth Advisors
Indiana
$695K +$695K +14,783 New
RCAG
167
Rehmann Capital Advisory Group
Michigan
$664K +$73.9K +1,572 +13%
NL
168
NWAM LLC
Washington
$661K +$3.85K +82 +0.6%
BWM
169
Birchcreek Wealth Management
Ohio
$653K +$653K +13,904 New
CWM
170
Core Wealth Management
Florida
$632K +$632K +13,444 New
GJIA
171
Glass Jacobson Investment Advisors
Maryland
$630K +$59.5K +1,266 +10%
SIG
172
Spinnaker Investment Group
California
$618K +$15.1K +322 +3%
HWM
173
HFG Wealth Management
Texas
$611K +$76.1K +1,620 +14%
BWM
174
Blossom Wealth Management
California
$597K +$26.5K +563 +5%
GWA
175
Geometric Wealth Advisors
District of Columbia
$588K +$77.3K +1,645 +15%
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