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Dimensional Short-Duration Fixed Income ETF

214 hedge funds and large institutions have $1.31B invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
214
Holders Change
+33
Holders Change %
+18.23%
% of All Funds
3.14%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
47
Increased
108
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFGO
26
Legacy Financial Group (Oklahoma)
Oklahoma
$12.9M +$889K +18,908 +7%
SIC
27
SJS Investment Consulting
Ohio
$12.5M -$1.39M -29,518 -10%
PAS
28
Park Avenue Securities
New York
$12.5M -$281K -5,981 -2%
OFA
29
Onyx Financial Advisors
Idaho
$11.6M +$1.31M +27,911 +13%
SRCM
30
Signature Resources Capital Management
California
$11.3M +$11.3M +239,386 New
SWA
31
Sax Wealth Advisors
New Jersey
$11.1M +$4.71M +100,109 +73%
AFS
32
Annapolis Financial Services
Maryland
$10.8M +$202K +4,292 +2%
VAS
33
Vestmark Advisory Solutions
Massachusetts
$10.6M -$9.84M -209,253 -48%
RFP
34
RCS Financial Planning
Maryland
$10.6M -$1.89M -40,100 -15%
W
35
WPWealth
Texas
$9.97M +$9.55M +203,217 +2,307%
OA
36
Oceanside Advisors
South Carolina
$9.93M +$9.93M +211,271 New
C1AG
37
Client 1st Advisory Group
Florida
$9.84M +$3.49M +74,136 +55%
LPL Financial
38
LPL Financial
California
$8.6M +$270K +5,735 +3%
AFGAS
39
Allegiance Financial Group Advisory Services
Virginia
$8.42M +$869K +18,479 +12%
DAS
40
Dynamic Advisor Solutions
Arizona
$8.27M +$1.54M +32,908 +23%
AWM
41
AE Wealth Management
Kansas
$8.27M +$4.93M +104,941 +148%
GOCP
42
Great Oak Capital Partners
Massachusetts
$8.17M +$8.17M +173,832 New
RFP
43
Root Financial Partners
California
$8.17M +$1.98M +42,105 +32%
CIAS
44
CFS Investment Advisory Services
New Jersey
$7.53M +$231K +4,921 +3%
CWP
45
Concord Wealth Partners
Virginia
$7.18M +$7.18M +152,646 New
WCA
46
Waypoint Capital Advisors
Minnesota
$6.81M +$1.6M +33,970 +31%
RWM
47
Ruedi Wealth Management
Illinois
$6.76M +$2.89M +61,540 +75%
Corient Private Wealth
48
Corient Private Wealth
Florida
$6.74M +$6.21M +132,000 +1,157%
THL
49
Tillman Hartley LLC
Colorado
$6.74M +$335K +7,118 +5%
SFA
50
Sequoia Financial Advisors
Ohio
$6.47M +$533K +11,338 +9%