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Dimensional Short-Duration Fixed Income ETF

181 hedge funds and large institutions have $898M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
181
Holders Change
+13
Holders Change %
+7.74%
% of All Funds
2.89%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
24
Increased
105
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
26
Bank of America
North Carolina
$8.45M +$4.01M +86,445 +90%
LPL Financial
27
LPL Financial
California
$8.22M -$78K -1,681 -0.9%
BSW
28
Buckingham Strategic Wealth
Missouri
$7.83M +$7.04M +151,712 +884%
AFGAS
29
Allegiance Financial Group Advisory Services
Virginia
$7.45M +$1.23M +26,454 +20%
CIAS
30
CFS Investment Advisory Services
New Jersey
$7.2M +$207K +4,471 +3%
DAS
31
Dynamic Advisor Solutions
Arizona
$6.67M +$3.29M +70,974 +97%
SWA
32
Sax Wealth Advisors
New Jersey
$6.33M +$2.31M +49,731 +57%
THL
33
Tillman Hartley LLC
Colorado
$6.32M -$63.3K -1,365 -1%
C1AG
34
Client 1st Advisory Group
Florida
$6.27M +$3.54M +76,264 +129%
RFP
35
Root Financial Partners
California
$6.11M +$1.29M +27,726 +27%
KA
36
Kooman & Associates
Pennsylvania
$6.11M -$83.1K -1,791 -1%
AF
37
Allworth Financial
California
$6.02M -$554K -11,944 -8%
SFA
38
Sequoia Financial Advisors
Ohio
$5.86M +$296K +6,392 +5%
FWS
39
FinDec Wealth Services
California
$5.63M +$28.2K +609 +0.5%
TIM
40
Tortoise Investment Management
New York
$5.59M +$1.39M +30,077 +33%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$5.21M -$809K -17,440 -13%
WCA
42
Waypoint Capital Advisors
Minnesota
$5.14M +$560K +12,065 +12%
HIG
43
Heritage Investment Group
Florida
$4.88M +$4.88M +105,188 New
AC
44
AWM Capital
Arizona
$4.48M +$47.1K +1,016 +1%
GPWA
45
Great Point Wealth Advisors
Massachusetts
$4.4M +$215K +4,640 +5%
AC
46
Apella Capital
Connecticut
$4.37M +$2.57M +55,386 +142%
SHFA
47
SC&H Financial Advisors
Maryland
$4.08M +$657K +14,174 +19%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$3.88M +$3.88M +83,595 New
OPS
49
Orion Portfolio Solutions
Nebraska
$3.86M +$294K +6,344 +8%
BCI
50
Brinker Capital Investments
Pennsylvania
$3.86M +$294K +6,344 +8%