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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 %
AHL
176
Abel Hall LLC
Louisiana
$330K 7,024 -802 -10%
B
177
BetterWealth
California
$326K 6,928
DFS
178
Dixon Fnancial Services
California
$323K 6,874 +2,083 +43%
HH
179
Hilltop Holdings
Texas
$323K 6,862 +6,862 New
W
180
WorthPointe
California
$322K 6,842 +474 +7%
SFS
181
Security Financial Services
Indiana
$321K 6,826 +953 +16%
IFPG
182
Intrepid Financial Planning Group
Indiana
$316K 6,715
KSWA
183
Kathleen S. Wright Associates
Pennsylvania
$314K 6,668
TC
184
TownSquare Capital
Utah
$308K 6,557 -11,008 -63%
MC
185
Matisse Capital
Oregon
$306K 6,500
FS
186
Financial Symmetry
North Carolina
$302K 6,423 +6,423 New
WAP
187
Wealthcare Advisory Partners
Pennsylvania
$278K 5,920 +149 +3%
AAS
188
Avantax Advisory Services
Texas
$267K 5,673 -365 -6%
MWA
189
Mills Wealth Advisors
Texas
$262K 5,560 -481 -8%
SWM
190
Seaside Wealth Management
California
$261K 5,543 -3,297 -37%
APC
191
Aspire Private Capital
North Carolina
$260K 5,521 +3,318 +151%
CFGS
192
Concourse Financial Group Securities
Alabama
$251K 5,342
SWM
193
Selective Wealth Management
Virginia
$245K 5,235 -200 -4%
PFA
194
Pinnacle Family Advisors
Missouri
$242K 5,152 -158 -3%
HSG
195
Helen Stephens Group
Texas
$240K 5,099 -406 -7%
BDWCC
196
B&D White Capital Company
Texas
$236K 4,870 -12 -0.2%
AWM
197
AE Wealth Management
Kansas
$235K 5,000 -171,027 -97%
CSB
198
City State Bank
Iowa
$235K 5,000 +5,000 New
SAI
199
Savvy Advisors Inc
New York
$213K 4,522 +4,522 New
GTAM
200
Global Trust Asset Management
Florida
$194K 4,133 -217 -5%