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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.

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 %
WCA
51
Waypoint Capital Advisors
Minnesota
$558K +$558K +12,139 New
Osaic Holdings
52
Osaic Holdings
Arizona
$541K +$412K +8,959 +319%
SC
53
Shearwater Capital
Colorado
$526K -$2.99K -65 -0.6%
FWP
54
Firethorn Wealth Partners
Georgia
$524K +$66.1K +1,438 +14%
KF
55
Krilogy Financial
Missouri
$518K +$518K +11,257 New
SIG
56
Spinnaker Investment Group
California
$467K +$467K +9,863 New
DFC
57
DBK Financial Counsel
Ohio
$456K -$145K -3,145 -24%
OPS
58
Orion Portfolio Solutions
Nebraska
$454K -$52.9K -1,150 -10%
SIC
59
Samalin Investment Counsel
New York
$424K +$424K +9,218 New
AAS
60
Avantax Advisory Services
Texas
$408K +$12K +260 +3%
PFA
61
Pure Financial Advisors
California
$398K -$125K -2,712 -24%
MWM
62
Mattern Wealth Management
Kansas
$388K +$388K +8,436 New
SWM
63
Seaside Wealth Management
California
$382K +$382K +8,340 New
RCAG
64
Rehmann Capital Advisory Group
Michigan
$380K +$92K +2,001 +32%
BCA
65
Bay Colony Advisors
Massachusetts
$359K +$359K +7,807 New
IWM
66
IHT Wealth Management
Illinois
$348K +$348K +7,570 New
AAM
67
Austin Asset Management
Texas
$345K – – –
BWM
68
Blossom Wealth Management
California
$339K +$2.02K +44 +0.6%
PAG
69
Private Advisor Group
New Jersey
$306K +$306K +6,656 New
GWA
70
Geometric Wealth Advisors
District of Columbia
$300K +$66.3K +1,440 +28%
MA
71
Mutual Advisors
Nebraska
$284K -$57K -1,240 -17%
GTAM
72
Global Trust Asset Management
Florida
$280K -$265K -5,770 -49%
PA
73
PFG Advisors
Arizona
$280K +$280K +6,078 New
BSW
74
Buckingham Strategic Wealth
Missouri
$258K – – –
SWM
75
Selective Wealth Management
Virginia
$250K +$250K +5,435 New
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