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Dimensional Short-Duration Fixed Income ETF

242 hedge funds and large institutions have $1.94B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+24
Holders Change %
+11.01%
% of All Funds
3.52%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.45%
New
36
Increased
154
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HH
201
Hilltop Holdings
Texas
$323K
IFPG
202
Intrepid Financial Planning Group
Indiana
$316K
KSWA
203
Kathleen S. Wright Associates
Pennsylvania
$313K
MC
204
Matisse Capital
Oregon
$306K
TC
205
TownSquare Capital
Utah
$300K -$8.27K -176 -3%
CSPIA
206
Cary Street Partners Investment Advisory
Virginia
$291K +$291K +6,187 New
CPA
207
Capital Performance Advisors
California
$275K +$275K +5,850 New
CAM
208
Concorde Asset Management
Michigan
$266K +$266K +5,669 New
SWM
209
Seaside Wealth Management
California
$263K +$2.63K +56 +1%
CFGS
210
Concourse Financial Group Securities
Alabama
$251K
FTIS
211
First Trust Investment Solutions
Florida
$250K +$250K +5,318 New
HSG
212
Helen Stephens Group
Texas
$241K +$1.55K +33 +0.6%
AHL
213
Abel Hall LLC
Louisiana
$232K -$98.6K -2,097 -30%
ODA
214
One Degree Advisors
California
$227K +$227K +4,836 New
SAI
215
Savvy Advisors Inc
New York
$225K +$12.2K +259 +6%
SWM
216
Selective Wealth Management
Virginia
$222K -$25.1K -532 -10%
BDWCC
217
B&D White Capital Company
Texas
$221K -$7.8K -166 -3%
WTA
218
Washington Trust Advisors
Massachusetts
$208K +$208K +4,430 New
DADC
219
D.A. Davidson & Co
Montana
$202K +$202K +4,290 New
GTAM
220
Global Trust Asset Management
Florida
$194K +$94 +2 +0%
SOS
221
Silver Oak Securities
Tennessee
$193K +$11.7K +248 +6%
Comerica Bank
222
Comerica Bank
Texas
$138K
PS
223
Principal Securities
Iowa
$102K
GRP
224
Global Retirement Partners
California
$63.6K +$752 +16 +1%
ATPW
225
Ashton Thomas Private Wealth
Arizona
$61.7K +$61.7K +1,313 New