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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 Market Value Shares Shares
Change
Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$128M 2,690,819 +2,690,819 New
BHWM
2
Beaird Harris Wealth Management
Texas
$119M 2,489,092 +117,333 +5%
OIA
3
OneDigital Investment Advisors
Kansas
$114M 2,391,290 +213,916 +10%
FPAS
4
Focus Partners Advisor Solutions
Missouri
$96.6M 2,023,289 +1,565,945 +342%
PCI
5
Planning Center Inc
Illinois
$96.1M 2,012,344 +40,098 +2%
DPW
6
DiNuzzo Private Wealth
Pennsylvania
$95.4M 1,998,729 -1,681 -0.1%
SC
7
Savant Capital
Illinois
$79.1M 1,657,290 +470,573 +40%
HighTower Advisors
8
HighTower Advisors
Illinois
$78.1M 1,636,535 +42,663 +3%
AssetMark Inc
9
AssetMark Inc
California
$63.6M 1,332,379 -29,561 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$63.2M 1,323,253 +69,204 +6%
MSWMA
11
Market Street Wealth Management Advisors
Indiana
$52.8M 1,106,247 +26,579 +2%
GWWM
12
Great Waters Wealth Management
Minnesota
$52.1M 1,090,621 +133,692 +14%
AC
13
Apella Capital
Connecticut
$50.8M 1,062,144 +21,484 +2%
W
14
WPWealth
Texas
$47.1M 986,752 +100,620 +11%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$43.2M 905,006 +40,795 +5%
PFM
16
Phillips Financial Management
Indiana
$41.1M 860,085 +182,327 +27%
AFG
17
Altiora Financial Group
Ohio
$35M 733,706 +201,611 +38%
RK
18
Rather & Kittrell
Tennessee
$34.9M 730,650 +68,222 +10%
RWM
19
Ruedi Wealth Management
Illinois
$28.5M 597,050 +230,951 +63%
RIP
20
RAM Investment Partners
Washington
$27.9M 584,589 +36,491 +7%
RFP
21
Root Financial Partners
California
$27M 565,845 +188,043 +50%
MWM
22
Mattern Wealth Management
Kansas
$26.2M 548,677 +34,333 +7%
SWA
23
Sax Wealth Advisors
New Jersey
$26.1M 547,674 +22,030 +4%
GFA
24
Grunden Financial Advisory
Texas
$21.8M 457,368 +7,983 +2%
RA
25
RFG Advisory
Alabama
$21.5M 451,119 +11,585 +3%