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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.

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 %
FS
201
Financial Symmetry
North Carolina
$354K +$3.39K +71 +1%
GWM
202
Geneos Wealth Management
Colorado
$352K +$338K +7,076 +2,399%
VFP
203
Verus Financial Partners
Virginia
$348K +$765 +16 +0.2%
SA
204
Stewardship Advisors
Pennsylvania
$341K +$341K +7,135 New
SEIA
205
Signature Estate & Investment Advisors
California
$334K +$334K +7,000 New
HH
206
Hilltop Holdings
Texas
$328K
KAM
207
Kraft Asset Management
Tennessee
$325K +$325K +6,806 New
Citigroup
208
Citigroup
New York
$324K +$324K +6,794 New
CSPIA
209
Cary Street Partners Investment Advisory
Virginia
$324K +$28.9K +606 +10%
IFPG
210
Intrepid Financial Planning Group
Indiana
$315K -$5.25K -110 -2%
CCM
211
Cambridge Capital Management
Illinois
$313K +$313K +6,553 New
MC
212
Matisse Capital
Oregon
$310K
TWM
213
TCFG Wealth Management
California
$290K +$290K +6,083 New
JSW
214
Journey Strategic Wealth
New Jersey
$290K +$290K +6,081 New
SWM
215
Seaside Wealth Management
California
$282K +$14.7K +308 +6%
HSG
216
Helen Stephens Group
Texas
$270K +$25.3K +529 +10%
CPA
217
Capital Performance Advisors
California
$257K -$22.7K -475 -8%
FTIS
218
First Trust Investment Solutions
Florida
$254K
CFGS
219
Concourse Financial Group Securities
Alabama
$244K -$11.3K -237 -4%
AHL
220
Abel Hall LLC
Louisiana
$237K +$1.29K +27 +0.5%
CAM
221
Concorde Asset Management
Michigan
$227K -$44K -921 -16%
SWM
222
Selective Wealth Management
Virginia
$224K
BDWCC
223
B&D White Capital Company
Texas
$222K -$2.82K -59 -1%
SOS
224
Silver Oak Securities
Tennessee
$220K +$24.2K +507 +12%
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$214K +$214K +4,505 New