DFSD icon

Dimensional Short-Duration Fixed Income ETF

137 hedge funds and large institutions have $470M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
137
Holders Change
+51
Holders Change %
+59.3%
% of All Funds
2.21%
Holding in Top 10
13
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+225%
% of All Funds
0.21%
New
59
Increased
46
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
26
TCP Asset Management
Ohio
$4.75M +$4.75M +103,006 New
FWS
27
FinDec Wealth Services
California
$4.56M +$4.56M +98,885 New
SIS
28
Strategic Investment Solutions
Illinois
$4.36M +$4.36M +93,213 New
Osaic Holdings
29
Osaic Holdings
Arizona
$4.34M +$3.8M +82,443 +701%
TIM
30
Tortoise Investment Management
New York
$4.16M -$495K -10,730 -11%
WCA
31
Waypoint Capital Advisors
Minnesota
$3.75M +$3.19M +69,241 +570%
SRWM
32
Shira Ridge Wealth Management
California
$3.68M +$3.68M +79,743 New
OMC
33
Old Mission Capital
Illinois
$3.63M +$2.9M +62,922 +396%
AC
34
AWM Capital
Arizona
$3.22M +$72.3K +1,568 +2%
MSWMA
35
Market Street Wealth Management Advisors
Indiana
$3.06M +$2.81M +61,066 +1,133%
GCA
36
Gradient Capital Advisors
California
$3.02M +$729K +15,824 +32%
GPWA
37
Great Point Wealth Advisors
Massachusetts
$2.98M -$951K -20,638 -24%
MCA
38
Maryland Capital Advisors
Maryland
$2.69M +$2.69M +58,325 New
SAG
39
SageView Advisory Group
California
$2.55M +$2.55M +55,335 New
BSW
40
Buckingham Strategic Wealth
Missouri
$2.47M +$2.21M +48,040 +858%
SPWM
41
Straight Path Wealth Management
Michigan
$2.39M +$1.83M +39,781 +328%
RWM
42
Ruedi Wealth Management
Illinois
$2.36M +$2.36M +51,111 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2.35M +$559K +12,137 +31%
BA
44
Bridge Advisory
California
$2.22M -$94.8K -2,057 -4%
AWS
45
Atria Wealth Solutions
New York
$2.14M +$164K +3,555 +8%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.1M +$2.1M +45,528 New
AWM
47
AE Wealth Management
Kansas
$2.04M -$80K -1,735 -4%
SHWM
48
Silicon Hills Wealth Management
Texas
$2.01M +$110K +2,389 +6%
AWA
49
Acorn Wealth Advisors
Michigan
$1.94M -$48.2K -1,045 -2%
AFGAS
50
Allegiance Financial Group Advisory Services
Virginia
$1.87M +$1.87M +40,602 New