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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 %
BWM
101
Blossom Wealth Management
California
$367K +$27.1K +588 +8%
PA
102
PFG Advisors
Arizona
$366K +$85.6K +1,857 +31%
BCA
103
Bay Colony Advisors
Massachusetts
$359K -$830 -18 -0.2%
AAM
104
Austin Asset Management
Texas
$345K
IA
105
IFP Advisors
Florida
$341K +$179K +3,564 +110%
LWM
106
LJI Wealth Management
Indiana
$330K +$330K +7,152 New
PFA
107
Pure Financial Advisors
California
$328K -$70.4K -1,527 -18%
AWM
108
Apollon Wealth Management
South Carolina
$323K +$323K +7,000 New
IFPG
109
Intrepid Financial Planning Group
Indiana
$311K +$311K +6,755 New
GWA
110
Geometric Wealth Advisors
District of Columbia
$309K +$9.17K +199 +3%
IAG
111
Investment Advisory Group
Massachusetts
$280K +$280K +6,075 New
NA
112
NewEdge Advisors
Louisiana
$277K +$277K +6,019 New
KAS
113
Kestra Advisory Services
Texas
$268K +$268K +5,821 New
TWA
114
Trellis Wealth Advisors
California
$265K +$265K +5,745 New
SWM
115
Selective Wealth Management
Virginia
$253K
MA
116
Mutual Advisors
Nebraska
$250K -$35K -760 -12%
EGWAG
117
Elwood & Goetz Wealth Advisory Group
Georgia
$242K +$17.2K +373 +8%
BDWCC
118
B&D White Capital Company
Texas
$233K +$233K +5,053 New
GVAG
119
Great Valley Advisor Group
Delaware
$230K
HSG
120
Helen Stephens Group
Texas
$225K +$225K +4,883 New
FFM
121
Flagstone Financial Management
Nebraska
$208K +$208K +4,519 New
GTAM
122
Global Trust Asset Management
Florida
$202K -$78.4K -1,700 -28%
WFAG
123
Wescott Financial Advisory Group
Pennsylvania
$201K +$201K +4,366 New
LG
124
LAM Group
Oregon
$200K +$200K +4,345 New
MFG
125
Mendota Financial Group
Wisconsin
$179K +$179K +3,887 New