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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 %
QHA
101
Quarry Hill Advisors
Minnesota
$691K +$52.5K +1,132 +8%
AWS
102
Atria Wealth Solutions
New York
$690K -$1.79M -38,599 -72%
CC
103
Copperleaf Capital
North Carolina
$686K +$686K +14,805 New
MWM
104
Modera Wealth Management
New Jersey
$674K +$674K +14,546 New
Osaic Holdings
105
Osaic Holdings
Arizona
$640K -$4.79M -103,323 -88%
CW
106
CreativeOne Wealth
Kansas
$595K +$228K +4,930 +62%
VFP
107
Verus Financial Partners
Virginia
$538K +$4.65K +100 +0.9%
SC
108
Shearwater Capital
Colorado
$530K
DWM
109
Drive Wealth Management
Utah
$525K
PWM
110
PBMares Wealth Management
Virginia
$520K +$31.8K +687 +7%
NA
111
NewEdge Advisors
Louisiana
$507K +$18.5K +399 +4%
PCM
112
Passive Capital Management
Maryland
$506K
BPA
113
Beacon Pointe Advisors
California
$503K +$217K +4,687 +76%
SIG
114
Spinnaker Investment Group
California
$501K +$16.3K +351 +3%
IWM
115
IHT Wealth Management
Illinois
$494K -$18.2K -393 -4%
PWIA
116
Porter White Investment Advisors
Alabama
$486K +$53.3K +1,150 +12%
BWM
117
Blossom Wealth Management
California
$480K +$67.8K +1,463 +16%
NL
118
NWAM LLC
Washington
$479K +$4.77K +103 +1%
CFO
119
Collective Family Office
Pennsylvania
$471K +$4.5K +97 +1%
RCAG
120
Rehmann Capital Advisory Group
Michigan
$420K +$46 +1 +0%
UWM
121
USAdvisors Wealth Management
Minnesota
$413K -$62.6K -1,350 -13%
SWM
122
Seaside Wealth Management
California
$400K +$1.34K +29 +0.3%
W
123
WPWealth
Texas
$395K -$136K -2,941 -26%
PFA
124
Pinnacle Family Advisors
Missouri
$381K +$381K +8,219 New
SPI
125
Sutton Place Investors
New York
$372K +$372K +8,026 New