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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 Holding Trade Value Shares
Change
Shares
Change %
SOS
201
Silver Oak Securities
Tennessee
$181K +$181K +3,852 New
Comerica Bank
202
Comerica Bank
Texas
$138K -$4.94K -105 -3%
PS
203
Principal Securities
Iowa
$102K
DF
204
DecisionPoint Financial
Arizona
$74.7K
MG
205
Mather Group
Illinois
$70.7K +$70.7K +1,504 New
GRP
206
Global Retirement Partners
California
$62.9K +$62.9K +1,337 New
AF
207
Advisornet Financial
Minnesota
$47.3K -$57K -1,211 -55%
BTI
208
Blue Trust Inc
Georgia
$34.8K
VAG
209
VisionPoint Advisory Group
Texas
$30.4K +$30.4K +646 New
OCM
210
Orion Capital Management
California
$28.2K
MG
211
MilWealth Group
Wisconsin
$27K +$141 +3 +0.5%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$27K -$57.2K -1,222 -68%
MFT
213
Moisand Fitzgerald Tamayo
Florida
$25.9K
HI
214
Harbour Investments
Wisconsin
$10.2K -$7.34K -156 -42%
CMBA
215
C.M. Bidwell & Associates
Hawaii
$5.32K
GI
216
Gradient Investments
Minnesota
$4.66K
AWM
217
Angeles Wealth Management
California
$517 +$517 +11 New
GM
218
GeoWealth Management
Illinois
$34 +$34 +1 New
SFA
219
Sequoia Financial Advisors
Ohio
-$6.47M -137,669 Closed
GPWA
220
Great Point Wealth Advisors
Massachusetts
-$5.16M -109,687 Closed
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
-$2.43M -51,598 Closed
VFIC
222
Valley Forge Investment Consultants
Pennsylvania
-$1.32M -27,984 Closed
BOSSRA
223
B.O.S.S. Retirement Advisors
Utah
-$223K -4,739 Closed
EGWAG
224
Elwood & Goetz Wealth Advisory Group
Georgia
-$203K -4,317 Closed
EAM
225
Evanson Asset Management
California
-$202K -4,304 Closed