DFSD icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
BWM
176
Blossom Wealth Management
California
$643K +$37.2K +780 +6%
GJIA
177
Glass Jacobson Investment Advisors
Maryland
$640K -$239 -5 -0%
CWM
178
Core Wealth Management
Florida
$632K
TWCA
179
Two West Capital Advisors
Kansas
$630K +$130K +2,720 +26%
SIG
180
Spinnaker Investment Group
California
$620K -$7.5K -157 -1%
HWM
181
HFG Wealth Management
Texas
$611K
WP
182
WMS Partners
Maryland
$585K +$3.01K +63 +0.5%
Brown Advisory
183
Brown Advisory
Maryland
$550K +$550K +11,528 New
GWA
184
Geometric Wealth Advisors
District of Columbia
$524K -$73.6K -1,542 -12%
LFAS
185
Level Four Advisory Services
Texas
$482K -$5.43K -115 -1%
MWM
186
Modera Wealth Management
New Jersey
$482K -$51.4K -1,076 -10%
AAM
187
Austin Asset Management
Texas
$478K +$52K +1,090 +12%
TC
188
TAGStone Capital
North Carolina
$476K -$14.2K -297 -3%
Cerity Partners
189
Cerity Partners
New York
$474K -$12.7K -267 -3%
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$474K +$63.5K +1,330 +15%
SPWM
191
Straight Path Wealth Management
Michigan
$454K -$4.79M -100,363 -91%
W
192
WorthPointe
California
$452K +$118K +2,477 +35%
C
193
CEDRUS
Colorado
$437K +$437K +9,151 New
PFA
194
Pinnacle Family Advisors
Missouri
$434K +$33.5K +702 +8%
KSWA
195
Kathleen S. Wright Associates
Pennsylvania
$423K +$105K +2,200 +33%
SC
196
Shearwater Capital
Colorado
$409K
SAI
197
Savvy Advisors Inc
New York
$405K +$177K +3,709 +78%
DFS
198
Dixon Fnancial Services
California
$402K +$61K +1,278 +18%
LG
199
LAM Group
Oregon
$374K -$81.4K -1,705 -18%
TWA
200
TCI Wealth Advisors
Arizona
$371K -$42.5K -890 -10%