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Dimensional Short-Duration Fixed Income ETF
DFSD

Overview Fund Activity

86 hedge funds and large institutions have $319M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+18
Holders Change %
+26.47%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
22
Increased
37
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$17.2M
2
CPIG
2
Chicago Partners Investment Group
Illinois
$22.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.62M
4
RWM
4
Rockwood Wealth Management
Pennsylvania
$6.48M
5
TWM
5
Tanager Wealth Management
United Kingdom
$5.75M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.14M
2
AF
2
Allworth Financial
California
$26.3M
3
W
3
Wealthquest
Ohio
$1.95M
4
AssetMark Inc
4
AssetMark Inc
California
$56.5M
5
GPWA
5
Great Point Wealth Advisors
Massachusetts
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
26
Silicon Hills Wealth Management
Texas
$1.9M +$85.9K +1,868 +5%
AC
27
Applied Capital
Arkansas
$1.86M -$99.3K -2,158 -5%
WWM
28
Wolff Wiese Magana
California
$1.81M +$88.9K +1,933 +5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.79M +$1.72M +37,456 +2,689%
SWA
30
Sax Wealth Advisors
New Jersey
$1.68M +$574K +12,480 +52%
FOA
31
Five Oceans Advisors
California
$1.35M -$45K -977 -3%
SHFA
32
SC&H Financial Advisors
Maryland
$1.16M -$154K -3,341 -12%
HNWA
33
Henrickson Nauta Wealth Advisors
Michigan
$1.08M +$287K +6,237 +36%
NL
34
NWAM LLC
Washington
$1.08M +$524K +11,388 +94%
DWM
35
Drive Wealth Management
Utah
$1.04M -$15.3K -332 -1%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.01M +$770K +16,734 +325%
PFO
37
Pathstone Family Office
New Jersey
$1M +$1M +21,770 New
SPI
38
Sutton Place Investors
New York
$968K +$81.2K +1,765 +9%
LI
39
LVZ Inc
Michigan
$922K +$149K +3,244 +19%
RK
40
Rather & Kittrell
Tennessee
$915K +$915K +19,898 New
FW
41
FirstPurpose Wealth
Utah
$871K +$32.5K +707 +4%
PWM
42
PBMares Wealth Management
Virginia
$736K -$443K -9,635 -38%
OMC
43
Old Mission Capital
Illinois
$731K -$966K -20,982 -57%
BWG
44
Beta Wealth Group
California
$713K -$48.1K -1,046 -6%
ACA
45
Affinity Capital Advisors
California
$696K -$126K -2,750 -15%
LPL Financial
46
LPL Financial
California
$610K +$240K +5,223 +65%
EWA
47
EverSource Wealth Advisors
Alabama
$601K +$260K +5,655 +76%
BAM
48
Baldrige Asset Management
Pennsylvania
$588K +$245K +5,314 +71%
CL
49
CPWM LLC
Washington
$584K +$315K +6,835 +117%
SPWM
50
Straight Path Wealth Management
Michigan
$558K +$274K +5,961 +97%
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