DFSD icon

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 %
LWM
76
Lakeridge Wealth Management
Ohio
$3.15M +$3.15M +66,934 New
HNWA
77
Henrickson Nauta Wealth Advisors
Michigan
$3.1M +$528K +11,231 +21%
FWP
78
Family Wealth Partners
North Carolina
$2.94M +$2.94M +62,621 New
OPS
79
Orion Portfolio Solutions
Nebraska
$2.87M -$1.03M -22,014 -26%
BCI
80
Brinker Capital Investments
Pennsylvania
$2.87M -$1.03M -22,014 -26%
AWA
81
Acorn Wealth Advisors
Michigan
$2.72M +$268K +5,698 +11%
SAG
82
SageView Advisory Group
California
$2.72M -$2.68M -57,786 Closed
Truist Financial
83
Truist Financial
North Carolina
$2.68M -$993K -21,130 -27%
MCA
84
Maryland Capital Advisors
Maryland
$2.58M -$316K -6,727 -11%
VWWMG
85
Vermillion & White Wealth Management Group
Pennsylvania
$2.5M +$2.5M +53,272 New
EP
86
Essential Planning
New Hampshire
$2.5M +$501K +10,650 +25%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$2.46M +$672K +14,304 +38%
HKIMG
88
Hutchens & Kramer Investment Management Group
Indiana
$2.45M +$406K +8,638 +20%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$2.43M +$1.68M +35,750 +226%
BPA
90
Beacon Pointe Advisors
California
$2.39M +$741K +15,768 +45%
SRWM
91
Shira Ridge Wealth Management
California
$2.32M -$131K -2,789 -5%
PCI
92
Planning Center Inc
Illinois
$2.29M
PAG
93
Private Advisor Group
New Jersey
$2.25M +$544K +11,567 +32%
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$2.23M +$24.6K +524 +1%
AWM
95
Apollon Wealth Management
South Carolina
$2.14M +$165K +3,500 +8%
WP
96
WealthSource Partners
California
$2.1M +$234K +4,981 +13%
IWC
97
Integrated Wealth Concepts
Massachusetts
$2.07M +$5.41K +115 +0.3%
Osaic Holdings
98
Osaic Holdings
Arizona
$2.07M +$1.07M +22,849 +108%
PA
99
PFG Advisors
Arizona
$1.95M +$270K +5,736 +16%
BA
100
Bridge Advisory
California
$1.9M -$599K -12,751 -24%