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Dimensional Short-Duration Fixed Income ETF

68 hedge funds and large institutions have $283M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+35
Holders Change %
+106.06%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
41
Increased
15
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
26
PBMares Wealth Management
Virginia
$1.2M +$1.2M +25,636 New
BA
27
Bridge Advisory
California
$1.15M +$1.15M +24,559 New
SWA
28
Sax Wealth Advisors
New Jersey
$1.13M +$1.13M +24,084 New
DWM
29
Drive Wealth Management
Utah
$1.08M -$34.6K -738 -3%
SPI
30
Sutton Place Investors
New York
$903K -$1.88M -40,050 -68%
FW
31
FirstPurpose Wealth
Utah
$854K +$854K +18,217 New
ACA
32
Affinity Capital Advisors
California
$839K +$839K +17,888 New
HNWA
33
Henrickson Nauta Wealth Advisors
Michigan
$807K +$807K +17,212 New
LI
34
LVZ Inc
Michigan
$787K +$787K +16,797 New
BA
35
Bridgewater Advisors
New York
$782K +$782K +16,675 New
BWG
36
Beta Wealth Group
California
$776K -$389K -8,307 -33%
RWM
37
Rockwood Wealth Management
Pennsylvania
$705K +$705K +15,038 New
DFC
38
DBK Financial Counsel
Ohio
$612K +$612K +13,060 New
NL
39
NWAM LLC
Washington
$570K +$570K +12,063 New
GTAM
40
Global Trust Asset Management
Florida
$556K +$556K +11,860 New
SC
41
Shearwater Capital
Colorado
$539K -$11.1K -236 -2%
PFA
42
Pure Financial Advisors
California
$533K -$378M -8,063,837 -100%
OPS
43
Orion Portfolio Solutions
Nebraska
$517K -$63K -1,343 -11%
FWP
44
Firethorn Wealth Partners
Georgia
$473K +$473K +9,962 New
AAS
45
Avantax Advisory Services
Texas
$403K +$403K +8,600 New
AWS
46
Atria Wealth Solutions
New York
$387K +$387K +8,262 New
FPAS
47
Focus Partners Advisor Solutions
Missouri
$385K -$47.8K -1,018 -11%
LPL Financial
48
LPL Financial
California
$377K +$377K +8,032 New
AAM
49
Austin Asset Management
Texas
$352K
BAM
50
Baldrige Asset Management
Pennsylvania
$350K +$300K +6,391 +595%