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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.

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 %
QHA
151
Quarry Hill Advisors
Minnesota
$1.17M -$131K -2,746 -10%
JPMorgan Chase & Co
152
JPMorgan Chase & Co
New York
$1.17M -$1.12M -23,426 -49%
BCA
153
Bay Colony Advisors
Massachusetts
$1.17M +$652K +13,654 +126%
IFA
154
Index Fund Advisors
California
$1.16M +$32.9K +689 +3%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$1.06M -$1.12M -23,527 -51%
RJFSA
156
Raymond James Financial Services Advisors
Florida
$1.04M +$44.4K +931 +4%
AIS
157
American Investment Services
Massachusetts
$1.04M -$484K -10,145 -32%
FWP
158
Firethorn Wealth Partners
Georgia
$1.03M +$288K +6,039 +39%
AFS
159
Annapolis Financial Services
Maryland
$981K -$182K -3,811 -16%
EFG
160
Ethos Financial Group
Pennsylvania
$976K +$53.8K +1,128 +6%
BIA
161
Barry Investment Advisors
Massachusetts
$953K +$166K +3,469 +21%
I
162
INVST
Indiana
$943K +$212K +4,446 +29%
VPWA
163
Vestia Personal Wealth Advisors
Indiana
$911K +$205K +4,289 +29%
B
164
BetterWealth
California
$903K +$903K +18,912 New
EWA
165
Elevate Wealth Advisory
Georgia
$892K -$93.1K -1,951 -9%
AWS
166
Atria Wealth Solutions
New York
$851K -$12.2K -255 -1%
UWM
167
USAdvisors Wealth Management
Minnesota
$850K -$88.7K -1,857 -9%
SAM
168
Smartleaf Asset Management
Massachusetts
$842K -$34.9K -730 -4%
PWIA
169
Porter White Investment Advisors
Alabama
$772K +$11K +231 +1%
FFWA
170
Forthright Family Wealth Advisory
Texas
$744K -$82.5K -1,738 -10%
CC
171
Copperleaf Capital
North Carolina
$721K +$215K +4,495 +42%
NL
172
NWAM LLC
Washington
$701K +$28.9K +605 +4%
Jane Street
173
Jane Street
New York
$676K -$19.4M -406,549 -97%
RCAG
174
Rehmann Capital Advisory Group
Michigan
$674K -$286 -6 -0%
AAS
175
Avantax Advisory Services
Texas
$647K +$91.6K +1,918 +16%