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Dimensional Short-Duration Fixed Income ETF

153 hedge funds and large institutions have $591M invested in Dimensional Short-Duration Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+16
Holders Change %
+11.68%
% of All Funds
2.45%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
27
Increased
85
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
W
101
WPWealth
Texas
$535K +$535K +11,461 New
SC
102
Shearwater Capital
Colorado
$533K
DWM
103
Drive Wealth Management
Utah
$528K -$528K -11,326 -50%
IWM
104
IHT Wealth Management
Illinois
$515K -$28.6K -614 -5%
PCM
105
Passive Capital Management
Maryland
$509K
PFO
106
Pathstone Family Office
New Jersey
$508K -$508K -10,885 -50%
NA
107
NewEdge Advisors
Louisiana
$492K +$211K +4,527 +75%
PWM
108
PBMares Wealth Management
Virginia
$492K +$26.5K +567 +6%
SIG
109
Spinnaker Investment Group
California
$486K +$1.4K +30 +0.3%
UWM
110
USAdvisors Wealth Management
Minnesota
$479K +$58K +1,241 +14%
HWM
111
HFG Wealth Management
Texas
$478K +$478K +10,238 New
NL
112
NWAM LLC
Washington
$477K +$80.2K +1,718 +20%
CFO
113
Collective Family Office
Pennsylvania
$469K +$69.7K +1,493 +17%
FFA
114
Farther Finance Advisors
California
$438K +$410K +8,790 +1,465%
PWIA
115
Porter White Investment Advisors
Alabama
$435K +$55.3K +1,186 +15%
RCAG
116
Rehmann Capital Advisory Group
Michigan
$423K -$1.54K -33 -0.4%
BWM
117
Blossom Wealth Management
California
$415K +$43.2K +925 +12%
SWM
118
Seaside Wealth Management
California
$402K +$9.86K +211 +3%
AAS
119
Avantax Advisory Services
Texas
$392K -$9.01K -193 -2%
GSC
120
Grey Street Capital
Illinois
$392K +$392K +8,400 New
CW
121
CreativeOne Wealth
Kansas
$369K +$369K +7,915 New
BCA
122
Bay Colony Advisors
Massachusetts
$355K -$7.26K -156 -2%
KF
123
Krilogy Financial
Missouri
$345K +$345K +7,386 New
ACA
124
Affinity Capital Advisors
California
$344K -$187K -4,005 -35%
PFA
125
Pure Financial Advisors
California
$332K