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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.

New
Increased
Maintained
Reduced
Closed
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 %
CAM
51
CPA Asset Management
Florida
$1.8M +$1.8M +38,951 New
AC
52
Applied Capital
Arkansas
$1.79M -$64.1K -1,390 -3%
FG
53
Foster Group
Iowa
$1.79M +$1.79M +38,910 New
Jane Street
54
Jane Street
New York
$1.78M -$1.37M -29,674 -43%
SWA
55
Sax Wealth Advisors
New Jersey
$1.77M +$85.3K +1,850 +5%
SHFA
56
SC&H Financial Advisors
Maryland
$1.75M +$589K +12,783 +51%
WP
57
WealthSource Partners
California
$1.72M +$1.72M +37,351 New
SIC
58
Samalin Investment Counsel
New York
$1.61M +$1.19M +25,731 +279%
HNWA
59
Henrickson Nauta Wealth Advisors
Michigan
$1.54M +$459K +9,963 +42%
Corient Private Wealth
60
Corient Private Wealth
Florida
$1.46M +$1.46M +31,706 New
FOA
61
Five Oceans Advisors
California
$1.36M +$10.3K +223 +0.8%
FW
62
FirstPurpose Wealth
Utah
$1.21M +$337K +7,322 +39%
WWM
63
Wolff Wiese Magana
California
$1.17M -$646K -14,021 -36%
IWC
64
Integrated Wealth Concepts
Massachusetts
$1.08M +$1.08M +23,378 New
DWM
65
Drive Wealth Management
Utah
$1.04M +$553 +12 +0.1%
PFO
66
Pathstone Family Office
New Jersey
$1M
LI
67
LVZ Inc
Michigan
$990K +$66.1K +1,435 +7%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$975K -$33.1K -718 -3%
IFA
69
Index Fund Advisors
California
$936K +$936K +20,301 New
LPL Financial
70
LPL Financial
California
$936K +$325K +7,049 +53%
FF
71
Francis Financial
$876K +$642K +13,929 +275%
MWM
72
Mattern Wealth Management
Kansas
$837K +$448K +9,717 +115%
DAS
73
Dynamic Advisor Solutions
Arizona
$764K +$764K +16,583 New
BWG
74
Beta Wealth Group
California
$738K +$23.5K +509 +3%
Renaissance Technologies
75
Renaissance Technologies
New York
$738K +$738K +16,002 New