DFSD icon

Dimensional Short-Duration Fixed Income ETF

322 hedge funds and large institutions have $3.1B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 173 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+73
Holders Change %
+29.32%
% of All Funds
4.29%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
0.88%
New
86
Increased
173
Reduced
47
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
176
PFG Advisors
Arizona
$1.63M -$7.31K -156 -0.4%
DWM
177
DecisionMap Wealth Management
Virginia
$1.62M +$1.62M +34,520 New
SEIA
178
Signature Estate & Investment Advisors
California
$1.58M +$1.25M +26,614 +380%
AWM
179
Aegis Wealth Management
Maryland
$1.56M +$1.56M +33,208 New
SIC
180
Samalin Investment Counsel
New York
$1.52M +$23.3K +496 +2%
SIAG
181
Safeguard Investment Advisory Group
California
$1.47M +$158K +3,376 +12%
PWM
182
PBMares Wealth Management
Virginia
$1.45M +$230K +4,905 +19%
Pathstone Holdings
183
Pathstone Holdings
New Jersey
$1.43M +$10.9K +232 +0.8%
IFA
184
Index Fund Advisors
California
$1.43M +$298K +6,367 +26%
CCM
185
Cambridge Capital Management
Illinois
$1.4M +$1.09M +23,297 +356%
MFC
186
Morris Financial Concepts
South Carolina
$1.39M +$42K +896 +3%
AC
187
Applied Capital
Arkansas
$1.35M -$118K -2,510 -8%
MWM
188
Modera Wealth Management
New Jersey
$1.35M +$873K +18,631 +185%
NA
189
Nautilus Advisors
California
$1.33M +$1.33M +28,389 New
EWA
190
EverSource Wealth Advisors
Alabama
$1.3M +$38.7K +825 +3%
QHA
191
Quarry Hill Advisors
Minnesota
$1.24M +$85.8K +1,830 +7%
RCAG
192
Rehmann Capital Advisory Group
Michigan
$1.2M +$536K +11,438 +81%
SWM
193
SpringVest Wealth Management
Texas
$1.18M +$1.18M +25,265 New
SIM
194
Stratos Investment Management
Ohio
$1.16M +$1.16M +24,799 New
FWP
195
Firethorn Wealth Partners
Georgia
$1.15M +$137K +2,912 +13%
SW
196
Simplicity Wealth
New Jersey
$1.14M -$33.8K -722 -3%
PWIA
197
Porter White Investment Advisors
Alabama
$1.13M +$368K +7,855 +49%
B
198
BetterWealth
California
$1.11M +$226K +4,827 +26%
I
199
INVST
Indiana
$1.11M +$180K +3,833 +19%
BIA
200
Barry Investment Advisors
Massachusetts
$1.08M +$142K +3,028 +15%