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Dimensional Short-Duration Fixed Income ETF

137 hedge funds and large institutions have $470M invested in Dimensional Short-Duration Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+51
Holders Change %
+59.3%
% of All Funds
2.21%
Holding in Top 10
13
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+225%
% of All Funds
0.21%
New
59
Increased
46
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFC
76
Morris Financial Concepts
South Carolina
$728K +$728K +15,787 New
EWA
77
EverSource Wealth Advisors
Alabama
$639K +$36.3K +787 +6%
FWM
78
FMB Wealth Management
California
$635K +$635K +13,769 New
OCM
79
Orion Capital Management
California
$571K +$328K +7,113 +135%
FWP
80
Firethorn Wealth Partners
Georgia
$565K +$40.1K +869 +8%
BAM
81
Baldrige Asset Management
Pennsylvania
$559K -$30.1K -653 -5%
IWM
82
IHT Wealth Management
Illinois
$537K +$188K +4,085 +54%
SC
83
Shearwater Capital
Colorado
$527K
ACA
84
Affinity Capital Advisors
California
$525K -$173K -3,758 -25%
PCM
85
Passive Capital Management
Maryland
$503K +$503K +10,913 New
W
86
WorthPointe
California
$496K +$496K +10,753 New
SIG
87
Spinnaker Investment Group
California
$478K +$23.7K +514 +5%
PWM
88
PBMares Wealth Management
Virginia
$460K -$278K -6,029 -38%
QHA
89
Quarry Hill Advisors
Minnesota
$427K +$427K +9,271 New
RCAG
90
Rehmann Capital Advisory Group
Michigan
$420K +$38.3K +832 +10%
UWM
91
USAdvisors Wealth Management
Minnesota
$416K +$416K +9,015 New
LWAC
92
Laurel Wealth Advisors (California)
California
$416K +$416K +9,022 New
OPS
93
Orion Portfolio Solutions
Nebraska
$415K -$39.9K -865 -9%
Betterment LLC
94
Betterment LLC
New York
$411K +$411K +8,927 New
SPA
95
Shore Point Advisors
New Jersey
$401K +$401K +8,708 New
AAS
96
Avantax Advisory Services
Texas
$397K -$11.8K -256 -3%
CFO
97
Collective Family Office
Pennsylvania
$395K +$395K +8,569 New
NL
98
NWAM LLC
Washington
$392K -$689K -14,938 -64%
SWM
99
Seaside Wealth Management
California
$387K +$2.4K +52 +0.6%
PWIA
100
Porter White Investment Advisors
Alabama
$375K +$375K +8,140 New