DFSD icon

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 %
AWM
76
Apollon Wealth Management
South Carolina
$1.95M +$533K +11,500 +38%
TWM
77
Tanager Wealth Management
United Kingdom
$1.89M -$2.54M -54,699 -57%
WP
78
WealthSource Partners
California
$1.84M -$77.5K -1,672 -4%
SIC
79
Samalin Investment Counsel
New York
$1.83M +$78.7K +1,696 +4%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$1.77M -$143K -3,073 -7%
AC
81
Applied Capital
Arkansas
$1.76M +$39.1K +842 +2%
PAG
82
Private Advisor Group
New Jersey
$1.69M +$91K +1,961 +6%
LNC
83
Lincoln National Corp
Pennsylvania
$1.67M +$621K +13,383 +59%
EWA
84
EverSource Wealth Advisors
Alabama
$1.66M +$300K +6,479 +22%
PA
85
PFG Advisors
Arizona
$1.65M +$46.6K +1,005 +3%
BPA
86
Beacon Pointe Advisors
California
$1.63M +$1.12M +24,253 +224%
FG
87
Foster Group
Iowa
$1.52M
IA
88
IFP Advisors
Florida
$1.46M +$1.22M +26,296 +500%
SPIA
89
Steward Partners Investment Advisory
New York
$1.43M +$1.43M +30,931 New
MSWMA
90
Market Street Wealth Management Advisors
Indiana
$1.42M -$1.21M -26,013 -46%
AWMNH
91
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.39M +$168K +3,623 +14%
PFO
92
Pathstone Family Office
New Jersey
$1.37M +$1.22M +235,351 +814%
FOA
93
Five Oceans Advisors
California
$1.36M -$302K -6,502 -18%
VFIC
94
Valley Forge Investment Consultants
Pennsylvania
$1.3M +$1.3M +27,984 New
FFA
95
Farther Finance Advisors
California
$1.27M +$82.9K +1,788 +7%
SIAG
96
Safeguard Investment Advisory Group
California
$1.27M +$21.8K +469 +2%
TAM
97
TCP Asset Management
Ohio
$1.18M +$123K +2,659 +12%
SPI
98
Sutton Place Investors
New York
$1.18M +$809K +17,441 +217%
WWM
99
Wolff Wiese Magana
California
$1.16M +$91.9K +1,981 +9%
SPA
100
Shore Point Advisors
New Jersey
$1.14M +$38K +819 +3%