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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.

New
Increased
Maintained
Reduced
Closed
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 %
BSW
51
Buckingham Strategic Wealth
Missouri
$2.47M
DAS
52
Dynamic Advisor Solutions
Arizona
$2.45M +$1.68M +35,976 +217%
RWM
53
Ruedi Wealth Management
Illinois
$2.45M +$60.4K +1,294 +3%
Truist Financial
54
Truist Financial
North Carolina
$2.26M +$2.26M +48,481 New
SWA
55
Sax Wealth Advisors
New Jersey
$2.25M +$461K +9,878 +26%
SHFA
56
SC&H Financial Advisors
Maryland
$2.25M +$471K +10,091 +27%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$2.08M +$1.09M +23,381 +110%
AWM
58
AE Wealth Management
Kansas
$2.01M -$56.6K -1,213 -3%
AWA
59
Acorn Wealth Advisors
Michigan
$1.91M -$56.3K -1,207 -3%
SIC
60
Samalin Investment Counsel
New York
$1.91M +$274K +5,878 +17%
EP
61
Essential Planning
New Hampshire
$1.86M +$1.86M +39,912 New
Bank of America
62
Bank of America
North Carolina
$1.83M +$1.82M +38,974 +11,739%
IWC
63
Integrated Wealth Concepts
Massachusetts
$1.8M +$706K +15,126 +65%
AC
64
Applied Capital
Arkansas
$1.79M -$28.8K -617 -2%
WP
65
WealthSource Partners
California
$1.78M +$39K +835 +2%
CAM
66
CPA Asset Management
Florida
$1.78M -$38.7K -830 -2%
FOA
67
Five Oceans Advisors
California
$1.67M +$292K +6,263 +21%
HNWA
68
Henrickson Nauta Wealth Advisors
Michigan
$1.61M +$54.6K +1,170 +4%
HKIMG
69
Hutchens & Kramer Investment Management Group
Indiana
$1.61M +$1.61M +34,477 New
FW
70
FirstPurpose Wealth
Utah
$1.58M +$355K +7,611 +29%
FG
71
Foster Group
Iowa
$1.53M -$287K -6,147 -16%
PA
72
PFG Advisors
Arizona
$1.49M +$1.12M +23,989 +302%
OPS
73
Orion Portfolio Solutions
Nebraska
$1.3M +$881K +18,887 +210%
BCI
74
Brinker Capital Investments
Pennsylvania
$1.3M +$1.3M +27,897 New
BHWM
75
Bay Harbor Wealth Management
Maryland
$1.29M +$1.2M +25,728 +1,278%