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Dimensional Short-Duration Fixed Income ETF

168 hedge funds and large institutions have $738M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 94 increasing their positions, 37 reducing their positions, and 7 closing their positions.

Holders
168
Holders Change
+15
Holders Change %
+9.8%
% of All Funds
2.65%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
24
Increased
94
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPWM
51
Straight Path Wealth Management
Michigan
$3.14M +$394K +8,509 +14%
AWM
52
AE Wealth Management
Kansas
$3.13M +$1.13M +24,455 +57%
Truist Financial
53
Truist Financial
North Carolina
$3.1M +$849K +18,307 +38%
FW
54
FirstPurpose Wealth
Utah
$3.06M +$1.49M +32,112 +95%
SRWM
55
Shira Ridge Wealth Management
California
$2.91M -$135K -2,922 -4%
C1AG
56
Client 1st Advisory Group
Florida
$2.73M +$2.73M +58,954 New
PCI
57
Planning Center Inc
Illinois
$2.71M +$2.71M +58,428 New
MCA
58
Maryland Capital Advisors
Maryland
$2.71M +$603 +13 +0%
SAG
59
SageView Advisory Group
California
$2.65M +$28.8K +621 +1%
MSWMA
60
Market Street Wealth Management Advisors
Indiana
$2.62M -$282K -6,090 -10%
BA
61
Bridge Advisory
California
$2.49M +$19.5K +420 +0.8%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$2.35M +$286K +6,178 +14%
BHWM
63
Bay Harbor Wealth Management
Maryland
$2.34M +$1.06M +22,844 +82%
AWA
64
Acorn Wealth Advisors
Michigan
$2.22M +$326K +7,044 +17%
HNWA
65
Henrickson Nauta Wealth Advisors
Michigan
$2.2M +$597K +12,870 +37%
Betterment LLC
66
Betterment LLC
New York
$2.08M +$891K +19,216 +75%
EP
67
Essential Planning
New Hampshire
$1.98M +$134K +2,894 +7%
WP
68
WealthSource Partners
California
$1.92M +$150K +3,227 +8%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$1.91M -$554K -11,949 -23%
CAM
70
CPA Asset Management
Florida
$1.9M +$137K +2,953 +8%
HKIMG
71
Hutchens & Kramer Investment Management Group
Indiana
$1.89M +$293K +6,326 +18%
IWC
72
Integrated Wealth Concepts
Massachusetts
$1.86M +$77.6K +1,675 +4%
AC
73
Apella Capital
Connecticut
$1.8M +$1.8M +38,876 New
SIC
74
Samalin Investment Counsel
New York
$1.75M -$142K -3,072 -8%
AC
75
Applied Capital
Arkansas
$1.72M -$55.8K -1,204 -3%