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Dimensional Short-Duration Fixed Income ETF

153 hedge funds and large institutions have $591M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+16
Holders Change %
+11.68%
% of All Funds
2.45%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
27
Increased
85
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
26
CFS Investment Advisory Services
New Jersey
$6.96M +$106K +2,272 +2%
LPL Financial
27
LPL Financial
California
$6.81M +$5.86M +125,644 +619%
KA
28
Kooman & Associates
Pennsylvania
$6.54M +$36.8K +788 +0.6%
THL
29
Tillman Hartley LLC
Colorado
$6.01M +$156K +3,341 +3%
GLLW
30
Graves Light Lenhart Wealth
Virginia
$6M -$585K -12,534 -9%
SFA
31
Sequoia Financial Advisors
Ohio
$5.52M +$5.52M +118,397 New
Osaic Holdings
32
Osaic Holdings
Arizona
$5.47M +$1.07M +22,922 +24%
FWS
33
FinDec Wealth Services
California
$5.21M +$593K +12,713 +13%
AFGAS
34
Allegiance Financial Group Advisory Services
Virginia
$4.02M +$2.13M +45,611 +112%
TIM
35
Tortoise Investment Management
New York
$3.89M -$323K -6,915 -8%
AC
36
AWM Capital
Arizona
$3.85M +$592K +12,681 +18%
WCA
37
Waypoint Capital Advisors
Minnesota
$3.84M +$41.7K +893 +1%
RFP
38
Root Financial Partners
California
$3.82M +$3.82M +81,888 New
SIS
39
Strategic Investment Solutions
Illinois
$3.49M -$857K -18,377 -20%
GPWA
40
Great Point Wealth Advisors
Massachusetts
$3.25M +$237K +5,077 +8%
GCA
41
Gradient Capital Advisors
California
$3.23M +$174K +3,725 +6%
Corient Private Wealth
42
Corient Private Wealth
Florida
$3.16M +$1.68M +36,077 +114%
SRWM
43
Shira Ridge Wealth Management
California
$3.07M -$652K -13,978 -18%
MSWMA
44
Market Street Wealth Management Advisors
Indiana
$2.92M -$179K -3,828 -6%
SPWM
45
Straight Path Wealth Management
Michigan
$2.76M +$341K +7,298 +14%
MCA
46
Maryland Capital Advisors
Maryland
$2.72M +$1.17K +25 +0%
SAG
47
SageView Advisory Group
California
$2.64M +$57.3K +1,227 +2%
AWS
48
Atria Wealth Solutions
New York
$2.5M +$332K +7,111 +15%
BA
49
Bridge Advisory
California
$2.48M +$231K +4,942 +10%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$2.48M +$98K +2,099 +4%