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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 %
NRW
201
Nova R Wealth
Kansas
$1M +$1M +21,407 New
KAM
202
Kraft Asset Management
Tennessee
$994K +$675K +14,389 +211%
MEG
203
Millstone Evans Group
Colorado
$993K +$993K +21,192 New
SAM
204
Smartleaf Asset Management
Massachusetts
$982K +$155K +3,311 +19%
PP
205
PrairieView Partners
Minnesota
$972K +$972K +20,747 New
EFG
206
Ethos Financial Group
Pennsylvania
$949K -$9.66K -206 -1%
JPMorgan Chase & Co
207
JPMorgan Chase & Co
New York
$939K -$208K -4,444 -18%
VPWA
208
Vestia Personal Wealth Advisors
Indiana
$938K +$43.7K +932 +5%
CC
209
Copperleaf Capital
North Carolina
$933K +$225K +4,790 +32%
TWCA
210
Two West Capital Advisors
Kansas
$905K +$287K +6,114 +46%
EWA
211
Elevate Wealth Advisory
Georgia
$876K
UWM
212
USAdvisors Wealth Management
Minnesota
$860K +$26.1K +558 +3%
Raymond James Financial
213
Raymond James Financial
Florida
$839K +$839K +17,898 New
WANY
214
Wealthspire Advisors (New York)
New York
$836K +$836K +17,832 New
AWS
215
Atria Wealth Solutions
New York
$823K -$13.3K -284 -2%
AAS
216
Avantax Advisory Services
Texas
$816K +$181K +3,864 +29%
W
217
WorthPointe
California
$800K +$356K +7,587 +80%
KSWA
218
Kathleen S. Wright Associates
Pennsylvania
$792K +$376K +8,030 +91%
FFWA
219
Forthright Family Wealth Advisory
Texas
$748K +$13.4K +286 +2%
NL
220
NWAM LLC
Washington
$722K +$34.3K +732 +5%
NWM
221
Navigoe Wealth Management
California
$707K +$707K +15,085 New
TC
222
TAGStone Capital
North Carolina
$699K +$232K +4,941 +50%
BOSSRA
223
B.O.S.S. Retirement Advisors
Utah
$689K +$689K +14,702 New
BWM
224
Blossom Wealth Management
California
$686K +$53.9K +1,149 +9%
HWM
225
HFG Wealth Management
Texas
$645K +$24K +502 +4%