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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 %
FOA
76
Five Oceans Advisors
California
$1.66M -$742 -16 -0%
PA
77
PFG Advisors
Arizona
$1.61M +$127K +2,740 +9%
PAG
78
Private Advisor Group
New Jersey
$1.6M +$574K +12,368 +56%
FG
79
Foster Group
Iowa
$1.52M
AWM
80
Apollon Wealth Management
South Carolina
$1.41M +$718K +15,500 +103%
SIS
81
Strategic Investment Solutions
Illinois
$1.39M -$2.1M -45,007 -60%
EWA
82
EverSource Wealth Advisors
Alabama
$1.36M +$638K +13,774 +88%
PFO
83
Pathstone Family Office
New Jersey
$1.34M +$835K +18,013 +165%
SIAG
84
Safeguard Investment Advisory Group
California
$1.25M +$712K +15,367 +133%
AWMNH
85
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.22M +$1.22M +26,426 New
FFA
86
Farther Finance Advisors
California
$1.19M +$752K +16,230 +173%
SPA
87
Shore Point Advisors
New Jersey
$1.1M +$99.3K +2,142 +10%
WWM
88
Wolff Wiese Magana
California
$1.07M +$1.76K +38 +0.2%
TAM
89
TCP Asset Management
Ohio
$1.06M +$32.9K +709 +3%
LNC
90
Lincoln National Corp
Pennsylvania
$1.05M +$413K +8,904 +65%
MFC
91
Morris Financial Concepts
South Carolina
$1.03M +$114K +2,451 +12%
IFA
92
Index Fund Advisors
California
$1.02M -$19.2K -414 -2%
HighTower Advisors
93
HighTower Advisors
Illinois
$899K -$288K -6,225 -24%
MWP
94
Meredith Wealth Planning
Illinois
$857K +$143K +3,081 +20%
FWM
95
FMB Wealth Management
California
$829K +$649 +14 +0.1%
BSW
96
Buckingham Strategic Wealth
Missouri
$795K -$1.69M -36,483 -68%
AAM
97
Austin Asset Management
Texas
$769K
FWP
98
Firethorn Wealth Partners
Georgia
$737K +$41.2K +888 +6%
OIA
99
OneDigital Investment Advisors
Kansas
$721K +$721K +15,565 New
OMC
100
Old Mission Capital
Illinois
$707K +$410K +8,839 +138%