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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

328% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 36

260% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 10

23% more capital invested

Capital invested by funds: $1.57B → $1.94B (+$364M)

11% more funds holding

Funds holding: 218242 (+24)

7% more funds holding in top 10

Funds holding in top 10: 2931 (+2)

1.98% more ownership

Funds ownership: 62.19%64.17% (+2%)

Holders
242
Holders Change
+24
Holders Change %
+11.01%
% of All Funds
3.5%
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
Change in
Stake
BHWM
1
Beaird Harris Wealth Management
Texas
$111M +$5.88M +125,183 +6%
OIA
2
OneDigital Investment Advisors
Kansas
$102M +$19.2M +408,457 +23%
BSW
3
Buckingham Strategic Wealth
Missouri
$97.6M +$23.5M +501,191 +32%
DPW
4
DiNuzzo Private Wealth
Pennsylvania
$94M +$2.54M +54,048 +3%
PCI
5
Planning Center Inc
Illinois
$92.7M +$90.3M +1,923,470 +3,943%
HighTower Advisors
6
HighTower Advisors
Illinois
$74.9M +$727K +15,489 +1%
AssetMark Inc
7
AssetMark Inc
California
$64M +$25.9M +552,297 +68%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$58.9M +$9.2M +195,917 +19%
SC
9
Savant Capital
Illinois
$55.8M +$13.3M +282,942 +31%
MSWMA
10
Market Street Wealth Management Advisors
Indiana
$50.7M +$2.94M +62,618 +6%
AC
11
Apella Capital
Connecticut
$49.1M +$11.1M +235,742 +29%
GWWM
12
Great Waters Wealth Management
Minnesota
$45M +$7.36M +156,849 +20%
W
13
WPWealth
Texas
$41.6M +$3.63M +77,279 +10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$40.6M +$628K +13,384 +2%
PFM
15
Phillips Financial Management
Indiana
$31.9M +$2.5M +53,348 +9%
RK
16
Rather & Kittrell
Tennessee
$31.1M +$5.25M +111,935 +20%
RIP
17
RAM Investment Partners
Washington
$25.8M +$1.93M +41,205 +8%
AFG
18
Altiora Financial Group
Ohio
$25M +$25M +532,095 New
SWA
19
Sax Wealth Advisors
New Jersey
$24.7M +$6.54M +139,414 +36%
MWM
20
Mattern Wealth Management
Kansas
$24.2M +$74.7K +1,592 +0.3%
FPAS
21
Focus Partners Advisor Solutions
Missouri
$21.5M +$10.8M +230,603 +102%
GFA
22
Grunden Financial Advisory
Texas
$21.1M +$442K +9,414 +2%
RA
23
RFG Advisory
Alabama
$20.7M +$1.26M +26,828 +7%
PAS
24
Park Avenue Securities
New York
$20.4M +$7.88M +167,971 +63%
Jane Street
25
Jane Street
New York
$19.8M -$33M -703,830 -63%