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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 Market Value Shares Shares
Change
Shares
Change %
BHWM
1
Beaird Harris Wealth Management
Texas
$106M 2,246,576 +208,969 +10%
DPW
2
DiNuzzo Private Wealth
Pennsylvania
$91.6M 1,946,362 -50,230 -3%
OIA
3
OneDigital Investment Advisors
Kansas
$83.2M 1,768,917 +501,299 +40%
HighTower Advisors
4
HighTower Advisors
Illinois
$74.3M 1,578,383 +975,759 +162%
BSW
5
Buckingham Strategic Wealth
Missouri
$74.2M 1,576,380 +641,609 +69%
Jane Street
6
Jane Street
New York
$52.9M 1,124,533 +684,369 +155%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$49.8M 1,058,132 +338,816 +47%
MSWMA
8
Market Street Wealth Management Advisors
Indiana
$47.8M 1,017,050 +96,397 +10%
SC
9
Savant Capital
Illinois
$42.5M 903,775 +270,347 +43%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$40M 850,827 +95,051 +13%
AssetMark Inc
11
AssetMark Inc
California
$38.1M 809,643 -27,883 -3%
W
12
WPWealth
Texas
$38M 808,853 +596,826 +281%
AC
13
Apella Capital
Connecticut
$37.9M 804,918 +62,121 +8%
GWWM
14
Great Waters Wealth Management
Minnesota
$37.6M 800,080 +155,371 +24%
PFM
15
Phillips Financial Management
Indiana
$29.4M 624,410 +115,962 +23%
RK
16
Rather & Kittrell
Tennessee
$25.9M 550,493 +128,629 +30%
MWM
17
Mattern Wealth Management
Kansas
$24.1M 512,752 +27,782 +6%
RIP
18
RAM Investment Partners
Washington
$23.8M 506,893 +21,057 +4%
GFA
19
Grunden Financial Advisory
Texas
$20.7M 439,971 +8,751 +2%
RA
20
RFG Advisory
Alabama
$19.4M 412,706 +19,667 +5%
BC
21
Burney Company
Virginia
$18.7M 397,660 -103,102 -21%
SWA
22
Sax Wealth Advisors
New Jersey
$18.2M 386,230 +149,618 +63%
WA
23
Waverly Advisors
Alabama
$18.1M 384,215 -28,550 -7%
RWM
24
Rockwood Wealth Management
Pennsylvania
$15.9M 338,418 +41,667 +14%
VWA
25
Valued Wealth Advisors
Utah
$15.4M 327,024 +4,080 +1%