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Dimensional Short-Duration Fixed Income ETF
DFSD

Overview Fund Activity

86 hedge funds and large institutions have $319M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+18
Holders Change %
+26.47%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
22
Increased
37
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$17.2M
2
CPIG
2
Chicago Partners Investment Group
Illinois
$22.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.62M
4
RWM
4
Rockwood Wealth Management
Pennsylvania
$6.48M
5
TWM
5
Tanager Wealth Management
United Kingdom
$5.75M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.14M
2
AF
2
Allworth Financial
California
$26.3M
3
W
3
Wealthquest
Ohio
$1.95M
4
AssetMark Inc
4
AssetMark Inc
California
$56.5M
5
GPWA
5
Great Point Wealth Advisors
Massachusetts
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWMA
76
Market Street Wealth Management Advisors
Indiana
$248K +$248K +5,392 New
OCM
77
Orion Capital Management
California
$243K +$174K +3,784 +254%
FF
78
Francis Financial
$233K +$33.6K +732 +17%
GVAG
79
Great Valley Advisor Group
Delaware
$230K +$19.1K +415 +9%
EGWAG
80
Elwood & Goetz Wealth Advisory Group
Georgia
$225K +$225K +4,881 New
UBS Group
81
UBS Group
Switzerland
$173K +$173K +3,763 New
IA
82
IFP Advisors
Florida
$161K +$136K +2,724 +543%
AF
83
Advisornet Financial
Minnesota
$125K +$125K +2,713 New
SWM
84
Spire Wealth Management
Virginia
$59K +$59K +1,282 New
BHWM
85
Bay Harbor Wealth Management
Maryland
$10K +$10K +212 New
CMBA
86
C.M. Bidwell & Associates
Hawaii
$6K – – –
BA
87
Bridgewater Advisors
New York
– -$782K -16,675 Closed
FPAS
88
Focus Partners Advisor Solutions
Missouri
– -$385K -8,202 Closed
Bank of America
89
Bank of America
North Carolina
– -$325K -6,930 Closed
MG
90
MilWealth Group
Wisconsin
– -$103K -2,191 Closed
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4