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Dimensional Short-Duration Fixed Income ETF

181 hedge funds and large institutions have $898M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
181
Holders Change
+13
Holders Change %
+7.74%
% of All Funds
2.89%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
24
Increased
105
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
51
Ruedi Wealth Management
Illinois
$3.81M +$323K +6,968 +9%
SPWM
52
Straight Path Wealth Management
Michigan
$3.65M +$505K +10,881 +16%
Truist Financial
53
Truist Financial
North Carolina
$3.62M +$526K +11,343 +17%
GCA
54
Gradient Capital Advisors
California
$3.61M +$161K +3,467 +5%
AWM
55
AE Wealth Management
Kansas
$3.3M +$166K +3,585 +5%
FW
56
FirstPurpose Wealth
Utah
$3.15M +$85.5K +1,843 +3%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$2.98M +$2.78M +59,836 +1,370%
Betterment LLC
58
Betterment LLC
New York
$2.9M +$816K +17,595 +39%
MCA
59
Maryland Capital Advisors
Maryland
$2.85M +$146K +3,151 +5%
CPIG
60
Chicago Partners Investment Group
Illinois
$2.77M -$6.5M -139,884 -70%
BHWM
61
Bay Harbor Wealth Management
Maryland
$2.74M +$392K +8,452 +17%
SAG
62
SageView Advisory Group
California
$2.68M +$28K +603 +1%
CAM
63
CPA Asset Management
Florida
$2.56M +$656K +14,140 +34%
HNWA
64
Henrickson Nauta Wealth Advisors
Michigan
$2.53M +$334K +7,191 +15%
BA
65
Bridge Advisory
California
$2.46M -$25.2K -544 -1%
AWA
66
Acorn Wealth Advisors
Michigan
$2.42M +$202K +4,350 +9%
SRWM
67
Shira Ridge Wealth Management
California
$2.42M -$497K -10,713 -17%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$2.4M +$47.3K +1,020 +2%
PCI
69
Planning Center Inc
Illinois
$2.26M -$448K -9,652 -17%
Envestnet Portfolio Solutions
70
Envestnet Portfolio Solutions
Illinois
$2.18M +$2.18M +46,959 New
SFG
71
Steward Financial Group
Texas
$2.07M +$2.07M +44,536 New
IWC
72
Integrated Wealth Concepts
Massachusetts
$2.03M +$170K +3,674 +9%
HKIMG
73
Hutchens & Kramer Investment Management Group
Indiana
$2.02M +$125K +2,698 +7%
OIA
74
OneDigital Investment Advisors
Kansas
$1.98M +$1.26M +27,139 +174%
EP
75
Essential Planning
New Hampshire
$1.97M -$12.2K -263 -0.6%