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Dimensional Short-Duration Fixed Income ETF

214 hedge funds and large institutions have $1.31B invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
214
Holders Change
+33
Holders Change %
+18.23%
% of All Funds
3.14%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
47
Increased
108
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
51
BCU Wealth Advisors
Illinois
$6.33M +$6.33M +134,654 New
PCM
52
Peirce Capital Management
Texas
$6.26M +$6.26M +133,184 New
FWS
53
FinDec Wealth Services
California
$5.85M +$147K +3,135 +3%
KA
54
Kooman & Associates
Pennsylvania
$5.85M -$337K -7,165 -5%
SHFA
55
SC&H Financial Advisors
Maryland
$5.77M +$1.63M +34,634 +39%
TIM
56
Tortoise Investment Management
New York
$5.55M -$109K -2,313 -2%
NA
57
NewEdge Advisors
Louisiana
$5.49M +$4.77M +101,707 +665%
GLLW
58
Graves Light Lenhart Wealth
Virginia
$5.36M +$75.5K +1,605 +1%
AF
59
Allworth Financial
California
$5.24M -$861K -18,308 -14%
HIG
60
Heritage Investment Group
Florida
$5.19M +$246K +5,225 +5%
WWWM
61
White Wing Wealth Management
Texas
$5.17M +$5.17M +110,325 New
GPWA
62
Great Point Wealth Advisors
Massachusetts
$5.16M +$701K +14,918 +16%
PFA
63
Pure Financial Advisors
California
$4.89M +$4.55M +96,825 +1,359%
AC
64
AWM Capital
Arizona
$4.58M +$34K +724 +0.7%
FW
65
FirstPurpose Wealth
Utah
$4.04M +$855K +18,186 +27%
BHWM
66
Bay Harbor Wealth Management
Maryland
$4.02M +$1.25M +26,573 +45%
SPWM
67
Straight Path Wealth Management
Michigan
$4.02M +$322K +6,852 +9%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$3.95M +$17.7K +377 +0.5%
CPIG
69
Chicago Partners Investment Group
Illinois
$3.87M +$1.07M +22,855 +38%
CAM
70
CPA Asset Management
Florida
$3.82M +$1.22M +26,051 +47%
IA
71
IFP Advisors
Florida
$3.78M +$2.3M +48,940 +155%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$3.77M +$749K +15,922 +25%
Renaissance Technologies
73
Renaissance Technologies
New York
$3.75M +$3.75M +79,700 New
Betterment LLC
74
Betterment LLC
New York
$3.65M +$710K +15,110 +24%
GCA
75
Gradient Capital Advisors
California
$3.57M -$92.1K -1,960 -3%