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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.

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 Market Value Shares Shares
Change
Shares
Change %
EP
1
Essential Planning
New Hampshire
$197M 4,168,547 +4,101,536 +6,121%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$157M 3,339,831 +649,012 +24%
FPAS
3
Focus Partners Advisor Solutions
Missouri
$140M 2,978,368 +955,079 +47%
OIA
4
OneDigital Investment Advisors
Kansas
$127M 2,712,839 +321,549 +13%
BHWM
5
Beaird Harris Wealth Management
Texas
$121M 2,590,708 +101,616 +4%
SC
6
Savant Capital
Illinois
$108M 2,308,782 +651,492 +39%
PCI
7
Planning Center Inc
Illinois
$96M 2,047,397 +35,053 +2%
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$91.4M 1,949,760 -48,969 -2%
HighTower Advisors
9
HighTower Advisors
Illinois
$79.6M 1,698,370 +61,835 +4%
AC
10
Apella Capital
Connecticut
$78.3M 1,671,180 +609,036 +57%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$65.8M 1,403,944 +80,691 +6%
AssetMark Inc
12
AssetMark Inc
California
$61.7M 1,315,142 -17,237 -1%
PFM
13
Phillips Financial Management
Indiana
$57.7M 1,229,932 +369,847 +43%
GWWM
14
Great Waters Wealth Management
Minnesota
$57.4M 1,223,345 +132,724 +12%
MSWMA
15
Market Street Wealth Management Advisors
Indiana
$53.5M 1,140,839 +34,592 +3%
W
16
WPWealth
Texas
$49.2M 1,049,444 +62,692 +6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$44M 938,226 +33,220 +4%
RWM
18
Ruedi Wealth Management
Illinois
$41.3M 880,955 +283,905 +48%
RK
19
Rather & Kittrell
Tennessee
$40.2M 857,012 +126,362 +17%
RFP
20
Root Financial Partners
California
$37.9M 809,302 +243,457 +43%
AFG
21
Altiora Financial Group
Ohio
$36.5M 779,421 +45,715 +6%
EFP
22
Elser Financial Planning
Indiana
$33.3M 709,717 +709,717 New
RIP
23
RAM Investment Partners
Washington
$30.2M 644,994 +60,405 +10%
DPI
24
Diversified Portfolios Inc
Michigan
$26.4M 563,958 +142,761 +34%
MWM
25
Mattern Wealth Management
Kansas
$26.1M 556,565 +7,888 +1%